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Please fill out the below form and your plan administrator will get back to you as soon as they are able. Help hours are Monday - Friday 6am pst to 5pm pst.
If you have questions regarding your Plan, please call our dedicated representatives at 1-555-555-5555.
Fund Transfer
To better understand the investment option information provided to you, please carefully review additional information about types of investment risks and glossary of terms and statistics found on the fund fact sheets. Documentation will also provide instructions about how to obtain any underlying fund prospectus.
Please note that due to market fluctuations we do not suggest you enter a dollar amount more than 90% of your total fund balance. If you would like to move all money out of your fund please choose the option to transfer as a percent of available balance.
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Bond Fund
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All Source
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| To: | |
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| Enter percents in 1 % increments | |
| Bonds | |
| Bond Fund | % |
| Large Cap Growth Fund | % |
| International Index Fund | % |
| Total Percentage | % |
If you want to enter additional transfers, click Save and Enter Another. If you entered all the transfers you wish to complete today, click Finish and Review All Transfers.
Balance Preview
This preview is based on the closing price of Friday, September 13, 2024. Therefore, if you are transferring a percent out of a fund, your transfer may be for a different amount than shown here due to market fluctuation.
| Fund Name | Source Name | Current Balance | Estimated Transfer Amount | Estimated Balance After Transfer | Estimated Percent of Balance After Transfer |
|---|---|---|---|---|---|
| Cash Fund | Current Balance $86.08 | Estimated Transfer Amount $0.00 | Estimated Balance After Transfer $0.00 | Estimated Percent 0 % | |
| CUNA Stable Value | Current Balance $0.00 | Estimated Transfer Amount $0.00 | Estimated Balance After Transfer $0.00 | Estimated Percent 0 % | |
| Participant Loan | Current Balance $0.00 | Estimated Transfer Amount $0.00 | Estimated Balance After Transfer $0.00 | Estimated Percent 0 % | |
| Principal Global Real Estate Securities Fund | Current Balance $437.80 | Estimated Transfer Amount $0.00 | Estimated Balance After Transfer $0.00 | Estimated Percent 0 % | |
| Vanguard 500 Index Fund Admiral Shares | Current Balance $9,398.22 | Estimated Transfer Amount $0.00 | Estimated Balance After Transfer $0.00 | Estimated Percent 0 % | |
| VANGUARD BALANCED INDEX ADMIRAL CLASS | Current Balance $277,959.22 | Estimated Transfer Amount $0.00 | Estimated Balance After Transfer $0.00 | Estimated Percent 0 % | |
| Vanguard Developed Markets Index Fund Adm | Current Balance $0.00 | Estimated Transfer Amount $0.00 | Estimated Balance After Transfer $0.00 | Estimated Percent 0 % | |
| Vanguard Emerging Markets Stock | Current Balance $0.00 | Estimated Transfer Amount $0.00 | Estimated Balance After Transfer $0.00 | Estimated Percent 0 % | |
| Vanguard Emerging Markets Stock Index Admiral | Current Balance $0.00 | Estimated Transfer Amount $0.00 | Estimated Balance After Transfer $0.00 | Estimated Percent 0 % | |
| Vanguard Growth Index Adm | Current Balance $0.00 | Estimated Transfer Amount $0.00 | Estimated Balance After Transfer $0.00 | Estimated Percent 0 % | |
| Vanguard Inter-Term Bond Index Admiral Shares | Current Balance $0.00 | Estimated Transfer Amount $0.00 | Estimated Balance After Transfer $0.00 | Estimated Percent 0 % | |
| Vanguard Long-Term Bond Index | Current Balance $0.00 | Estimated Transfer Amount $0.00 | Estimated Balance After Transfer $0.00 | Estimated Percent 0 % | |
| Vanguard Mid Cap Index Fund Admiral Shares | Current Balance $0.00 | Estimated Transfer Amount $0.00 | Estimated Balance After Transfer $0.00 | Estimated Percent 0 % | |
| Vanguard Mid-Cap Growth Index Admiral | Current Balance $0.00 | Estimated Transfer Amount $0.00 | Estimated Balance After Transfer $0.00 | Estimated Percent 0 % | |
| Vanguard Mid-Cap Value Index Admiral | Current Balance $0.00 | Estimated Transfer Amount $0.00 | Estimated Balance After Transfer $0.00 | Estimated Percent 0 % | |
| Vanguard Prime Money Market Fund | Current Balance $0.00 | Estimated Transfer Amount $0.00 | Estimated Balance After Transfer $0.00 | Estimated Percent 0 % | |
| Vanguard REIT Index Admiral Share | Current Balance $0.00 | Estimated Transfer Amount $0.00 | Estimated Balance After Transfer $0.00 | Estimated Percent 0 % | |
| Vanguard Short-Term Bd Inx | Current Balance $0.00 | Estimated Transfer Amount $0.00 | Estimated Balance After Transfer $0.00 | Estimated Percent 0 % | |
| Vanguard Shrt-Term Infl-Prot Sec Idx Adm | Current Balance $0.00 | Estimated Transfer Amount $0.00 | Estimated Balance After Transfer $0.00 | Estimated Percent 0 % | |
| Vanguard Small Cap Growth Index Admiral | Current Balance $4,339.98 | Estimated Transfer Amount $0.00 | Estimated Balance After Transfer $0.00 | Estimated Percent 0 % | |
| Vanguard Small Cap Value Index Fund Admiral | Current Balance $0.00 | Estimated Transfer Amount $0.00 | Estimated Balance After Transfer $0.00 | Estimated Percent 0 % | |
| Vanguard Small-Cap Index Fund Admiral Shares | Current Balance $0.00 | Estimated Transfer Amount $0.00 | Estimated Balance After Transfer $0.00 | Estimated Percent 0 % | |
| Vanguard Total Bond Market Index Adm | Current Balance $0.00 | Estimated Transfer Amount $0.00 | Estimated Balance After Transfer $0.00 | Estimated Percent 0 % | |
| Vanguard Total International Bond Index (Admiral) | Current Balance $0.00 | Estimated Transfer Amount $0.00 | Estimated Balance After Transfer $0.00 | Estimated Percent 0 % | |
| Vanguard Total Intl Stock Index Admiral | Current Balance $0.00 | Estimated Transfer Amount $0.00 | Estimated Balance After Transfer $0.00 | Estimated Percent 0 % | |
| Vanguard Total Stock Market Index Admiral Shares | Current Balance $0.00 | Estimated Transfer Amount $0.00 | Estimated Balance After Transfer $0.00 | Estimated Percent 0 % | |
| Vanguard Value Index Adm | Current Balance $4,397.13 | Estimated Transfer Amount $0.00 | Estimated Balance After Transfer $0.00 | Estimated Percent 0 % | |
| Voya Corporate Leaders 100 Fund | Current Balance $395.16 | Estimated Transfer Amount $0.00 | Estimated Balance After Transfer $0.00 | Estimated Percent 0 % | |
| Voya Fixed Account | Current Balance $0.00 | Estimated Transfer Amount $0.00 | Estimated Balance After Transfer $0.00 | Estimated Percent 0 % | |
| Voya Fixed Plus III | Current Balance $0.00 | Estimated Transfer Amount $0.00 | Estimated Balance After Transfer $0.00 | Estimated Percent 0 % | |
| Voya Floating Rate Fund | Current Balance $214.94 | Estimated Transfer Amount $0.00 | Estimated Balance After Transfer $0.00 | Estimated Percent 0 % | |
| Voya Global Bond Fund | Current Balance $412.08 | Estimated Transfer Amount $0.00 | Estimated Balance After Transfer $0.00 | Estimated Percent 0 % | |
| Voya Global Moderate Growth Mo | Current Balance $4,349.30 | Estimated Transfer Amount $0.00 | Estimated Balance After Transfer $0.00 | Estimated Percent 0 % | |
| Voya GNMA Income Fund | Current Balance $410.28 | Estimated Transfer Amount $0.00 | Estimated Balance After Transfer $0.00 | Estimated Percent 0 % | |
| Voya High Yield Bond Fund | Current Balance $413.36 | Estimated Transfer Amount $0.00 | Estimated Balance After Transfer $0.00 | Estimated Percent 0 % | |
| Voya Intermediate Bond Fund | Current Balance $136,874.37 | Estimated Transfer Amount $0.00 | Estimated Balance After Transfer $0.00 | Estimated Percent 0 % | |
| Voya Mid-Cap Opportunities Fund | Current Balance $387.82 | Estimated Transfer Amount $0.00 | Estimated Balance After Transfer $0.00 | Estimated Percent 0 % | |
| Voya Multi-Manager Emerging Markets Equity Fund | Current Balance $396.82 | Estimated Transfer Amount $0.00 | Estimated Balance After Transfer $0.00 | Estimated Percent 0 % | |
| Voya Multi-Manager International Factors Fund | Current Balance $398.15 | Estimated Transfer Amount $0.00 | Estimated Balance After Transfer $0.00 | Estimated Percent 0 % | |
| Voya Small-Cap Opportunities Fund | Current Balance $140,676.87 | Estimated Transfer Amount $0.00 | Estimated Balance After Transfer $0.00 | Estimated Percent 0 % | |
| Total: | Current Balance $581,547.58 | Estimated Transfer Amount $0.00 | Estimated Balance After Transfer $0.00 | Estimated Percent of Balance After Transfer 0 % |