Can I change my investment option?

Yes, you can change your investment option up to twice per year. Since you can only make investment changes on your account twice a calendar year, including allocation changes and investment option changes, if you change your investment option, that counts towards your twice a year limit. If you do make a change to your investment option, we'll sell your units in the original option and use the proceeds to buy units in the new one. You can also use this form.

Investment Change form

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