Target Date Fund Switch Request
Target Date Fund Switch Request
Request to switch your retirement plan investments from the default target date fund to a custom allocation or different vintage.
Participant name *
Your answer
Employee ID *
Your answer
Plan name *
Your answer
Current target date fund vintage *
Your answer
Desired action
New TDF vintage (if applicable)
Your answer
Custom allocation breakdown (must total 100%)
+ 5 more questions
About this template
Request to switch your retirement plan investments from the default target date fund to a custom allocation or different vintage.
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