FUND TRANSFERS

A fund transfer is when you move money that is already in your account from one investment to another. A fund transfer affects only your current balance; it does not change where your future contributions will be invested.

Update the Investment Mix for Your Current Balance:

Online Instructions

1. Log in to your account using your User ID and Password.
2. Select the Change my Investments tab on the left navigation bar.
3. Select Redirect Current Balance Only, and then choose Redirect Current Only, Fund Transfer by Money Type, Fund Transfer by Percentage, or Fund Transfer by Amount. Your options may vary depending on what your plan offers.
4. Enter the percentage or amount and click Submit.
5. Verify accuracy and then click Confirm.

Automated Participant Account Services (PAS) Line instructions
Call (800) 377-9188, 24 hours a day, seven days a week, and access your account.

1. Press 2 to access the Investment Change menu.
2. Press 3 to Redirect Current Balance Only. Under this option, depending on what your plan offers, you can make fund transfers by percent, dollar, or money type.

Update the Investment Mix for Both Your Current Balance and Future Contributions:

Online Instructions

1. Log in to your account using your User ID and Password.
2. Select the Change my Investments tab on the left navigation bar.
3. Select Redirect Current Balance and Future Contributions.
4. Enter the percentage for each investment and click Submit.
5. Verify accuracy and then click Confirm.

Automated Participant Account Services (PAS) Line Instructions
Call (800) 377-9188, 24 hours a day, seven days a week, and access your account.

1. Press 2 to access the Investment Change menu.
2. Press 2 to Redirect Current Balance and Future Contributions.

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