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Asset Allocation Model - Review

  • Information regarding the new model will be presented
  • By selecting the new model, all existing dollars and new money contributed into the account will be allocated in the percentages as described in the displayed table .  The fund number, fund name, percentages for future contributions and percentages of current money that will go into the new funds will be displayed.
  • The effective date of the rebalance and allocation will be indicated.

Click “Submit” to complete the transaction. You will then be directed to the confirmation page.