Get Investment Change Form - Fwd.com.ph

Filling out the Investment Change Form - Fwd.com.ph online is a straightforward process designed to help you manage your investments efficiently. This guide provides detailed, step-by-step instructions to ensure a smooth completion of the form.

Follow the steps to successfully complete your investment change request.

1. Click ‘Get Form’ button to access the Investment Change Form. This will open the form in your preferred editor, allowing you to fill it out easily.
2. Begin with entering your personal data. Fill in the block letters and appropriate boxes as needed. Ensure that you complete fields such as your name, date of birth, nationality, and contact information accurately.
3. In the Service Requests section, select the appropriate requests such as ad hoc top-up, change fund allocation, or fund switch. Clearly specify the required information for each request, including fund names, percentages, or amounts as needed.
4. For each service request, take care to ensure that the allocated percentages total to 100% where applicable, and provide any necessary source of funds information.
5. Proceed to the U.S. Tax Declarations if applicable. Answer the questions truthfully and provide any required copies of supporting documents, like IRS forms.
6. In the Data Protection section, familiarize yourself with FWD's practices regarding personal information and understand your rights.
7. Complete the Declaration section by confirming that the information provided is accurate and that you agree to the terms outlined in the form.
8. Lastly, ensure that you, the policy owner, sign and date the form. Double-check that all required signatures are present, including those of any irrevocable beneficiaries or assignees.
9. Once all sections are complete, save your changes, and you may also download, print, or share the form as needed.

Begin filling out your Investment Change Form online today to manage your investment needs effectively.