Get Switch Form - Clerical Medical

Filling out the Switch Form - Clerical Medical online is a straightforward process that allows users to switch funds as per their financial needs. This guide provides a detailed, step-by-step approach to ensure you complete the form accurately and efficiently.

Follow the steps to efficiently fill out the form online.

1. Click ‘Get Form’ button to obtain the form and open it in the form editor.
2. Enter your application details, including your policy number and the name of the policyholder. Ensure you provide a daytime phone number for any necessary follow-up.
3. In section A, specify the amount you wish to switch from your existing fund. You can enter either a monetary amount or a percentage in whole figures. Also, provide the corresponding fund number and fund name.
4. In section B, indicate the amount or percentage you wish to switch to, ensuring you enter only whole percentages. Provide the fund number and name for the new funds you are switching to.
5. If applicable, list additional funds by repeating the previous steps for each fund. Make sure the total from section B equals the amount specified in section A.
6. If you have a regular premium policy, answer whether you want future premiums redirected to the new funds. If not, provide details on how you would like future premiums to be allocated.
7. All policyholder(s) or authorized signatories must complete the signature section, including dates. Make sure to check that all signatures are dated correctly.
8. Once all sections are completed, save your changes to the form. You can then download, print, or share it as needed.

Start completing your Switch Form - Clerical Medical online today to ensure a smooth process.