INVESTMENT TRANSFERS. 4.01 Transfer among investment options .................... 13 4.02 Automatic rebalancing ................................ 13 4.04
INVESTMENT TRANSFERS. If and to the extent permitted under the Plan, the Participant may either (i) direct the Custodian to accept an Investment Transfer or (ii) direct an Investment Transfer of all or such portion of the assets credited to the Participant’s Account as the Participant specifies in accordance with Section 7.1(a); provided that the Participant provides to the Custodian such other instructions, if any, as the Custodian may reasonably require (which may include the Employer’s authorization of the Investment Transfer).
INVESTMENT TRANSFERS. 4.01 TRANSFERS AMONG INVESTMENT OPTIONS Subject to the "Transfer Restrictions" (Article 4, section 4.04), amounts allocated to Divisions for variable Income Payments may be transferred among available Investment Options at any time. The Owner either In Writing or over the telephone can make transfers. If the Contract contains a Joint Owner, the Company will accept transfer instructions from either owner, unless instructed otherwise. The Owner will need to notify the Company In Writing if someone other than the Owner is authorized to make transfers.
INVESTMENT TRANSFERS. 4.01 TRANSFERS AMONG INVESTMENT OPTIONS Subject to the "Transfer Restrictions" (Article 4, section 4.03), amounts allocated to Divisions for variable Income Payments may be transferred among available Investment Options at any time. The Owner either In Writing or over the telephone can make transfers. As part of the transfer request, the Owner specifies the dollar amount or the percentage of the Income Payment to be transferred from and to the selected Investment Options. If the Contract contains a Joint Owner, the Company will accept transfer instructions from either owner, unless instructed otherwise. The Owner will need to notify the Company In Writing if someone other than the Owner is authorized to make transfers. To complete the transfer request, the Annuity Income Units of the selected Investment Options transferred to and from are increased or reduced, respectively, by the requested dollar amount or percentage. The Income Payments immediately before and after a transfer will be the same.
INVESTMENT TRANSFERS. Unless specified otherwise by the Principal, a Participant may direct the Agent to effect transfers between investment funds established under the Plan for his or her own account. The Agent shall effect such transfers only to the extent that such transfers comply with the terms of the Plan and that such funds are available for investment.
INVESTMENT TRANSFERS. Each Participant may elect as of any Accounting Date, according to rules established by the Committee, to have the assets in a particular investment fund transferred, in whole percent increments, to any one or more other investment fund or funds in a manner such that the Participant determines the ultimate percentage of assets to be held by each investment fund.
INVESTMENT TRANSFERS. 4.01 Transfer among investment options...................................... 13 4.02 Transfer requests by telephone......................................... 14 4.03 Automatic rebalancing.................................................. 14 4.04
INVESTMENT TRANSFERS. Subject to the provisions of Section 13.06, with respect to the balance in a Participant’s Account, each Participant may elect to have such Account transferred to any one or more other Investment Option(s). Any such transfer shall be made in accordance with procedures from time to time established by the Plan Administrator for such purpose. The Plan Administrator, in its sole discretion, may limit the frequency of such transfers. Any transfer made pursuant to this Section 13.03 shall become effective at such time as may be established by the Plan Administrator.
INVESTMENT TRANSFERS. The Custodian implements investment Directions following your Service Agreement with the Recordkeeper if the Direction is received in Good Order.
INVESTMENT TRANSFERS. PCS will process your or a Participant’s, Beneficiary’s, or Alternate Payee’s Direction to transfer amounts between or among Investment Alternatives if PCS received the transfer Direction in Good Order.
