Investment Elections ? Contents | X Close Window

This page allows you to view and change your future elections. Depending on the plan setup, you will have the option to change elections by fund or by source. The option to change elections by fund allows you to change your election set for all sources of money in one transaction. The option to change elections by source allows you to enter a different election set for each source of money. The page also specifies the minimum and maximum election percents allowed by the plan with regard to election changes. A validation of the request will occur prior to submission to ensure that your entries are within the outlined minimum and maximum amounts. In addition, if the plan allows, you will be given the option to pre-fill your elections using the same allocations utilized by the investment products associated with your plan. To do this, select the investment product under Investment Advisor Suggestions and your elections will be auto filled in the same manner as the allocations within the selected investment product.

Although there is no limit to the number of election changes that you may request, only the latest election change request received by the plan administrator will be processed.


"Your request has been processed." - This indicates that you have successfully entered in instructions for the modification to your account. A processed request, as far as the web is concerned, is one which has been accepted into the database. This request has not yet been processed by the plan administrator to update your account. This does not mean the request will be approved or that it will pass through the system without error.

Reset - This option will clear the entries prior to the submission of a request.

Check Form - This option will validate your entries in accordance to the minimum and maximum election percents allowed by the plan.

Submit - This option transfers the transaction instructions to the plan administrator for processing.