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Automatic Account Rebalance


Use this transaction to automatically rebalance your account to the Elected Percentage.

You are currently setup to rebalance: Quarterly, next on Monday, January 13, 20YY


To better understand the investment option information provided to you, please carefully review additional information which includes the types of investment risks and a glossary of terms and statistics found on the fund fact sheets. This documentation provides instructions to obtain any underlying fund prospectus.

Fund Name Current Elections
Bond Fund Current Elections 100 %
Large Cap Growth Fund Current Elections 0 %
International Index Fund Current Elections 0 %
Total 100 %

If you would like to set up a recurring transaction to make your ending balance in each of your funds match your future investment election percent's, please check the box.

Currently, you have an Automatic Rebalance setup. Please select "OFF" if you would like to turn off Automatic Rebalance and select "Next" below.


How often would you like to rebalance?

Set date of first rebalance

Would you like to add your rebalance end of the month

Enter threshold percent for rebalance

%

By entering a threshold percent, you are requesting that the rebalance only occur if the difference between your allocation percent for any account and your current balance in that account exceeds the entered percent. Should ALL accounts fall below the threshold when the difference is calculated, no transfer will occur.


Use this transaction to automatically rebalance your account to the elected percentage. Certain funds may not be available for reallocation. This transaction will reallocate between the funds that are available but will not touch any existing balance you may have in the funds that are not available for reallocation.