Get Liberty Fund Switch Form

This guide provides clear instructions on completing the Liberty Fund Switch Form online. Follow these steps to ensure accurate submission and efficient processing of your portfolio switch request.

Follow the steps to complete the Liberty Fund Switch Form online.

1. Press the ‘Get Form’ button to access the Liberty Fund Switch Form and open it in your preferred editor.
2. Enter your policy number in the designated field to identify your account correctly.
3. Provide the owner(s) name(s) as it appears on the policy. If a cessionary is applicable, include their details as well.
4. Fill in your contact information, including telephone numbers (home and work), email address, cell number, ID or passport number, and tax reference number.
5. In the current portfolio section, list the names of the portfolios you wish to switch from, detailing the percentage split for each.
6. In the future portfolio section, only fill this out if you plan to make additional contributions, specifying the new portfolios and associated percentage splits.
7. Provide your signature, as well as the date and location where you are signing the form.
8. Indicate the address for confirmation; check the box to confirm if this address should be used for all future correspondence.
9. Once all sections are completed, review your form for accuracy, then save your changes, download, print, or share the form as needed.

Complete your Liberty Fund Switch Form online to manage your investments effectively.