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Asset Allocation Change Request

Use this screen to verify that the transaction was accurately recorded.

  • You will see two tables displaying your current contribution allocation and your future contribution allocation.
  • Click the "Previous" button if you wish to revise your transaction request.
  • Click the "Next" button if you are satisfied with your allocation change request.

Click “Submit” to submit the request.  Click the "Cancel" button if you wish to cancel your allocation change request.