Institutional Investing Enrollment Form

    INSTITUTION INFORMATION



    AUTHORIZED REPRESENTATIVES

    The following representatives are authorized to make decisions on the institutional investment account and to request withdrawals on behalf of the institution.






    INVESTMENT SELECTION

    You may invest in one or all investment strategy options. Please indicate the percentage of your investment that you want invested in each strategy (must total 100%). If no choice is made, all funds will remain in the Default Fund. Your investment allocation can be changed monthly (transfers are based on prior month's ending balance).

    Investment Options

    Contribution Percentage

    The Conservative Strategy

    The Moderate Strategy

    The Default Strategy

    The Maximum Strategy

    The Disciplined Value Strategy

    Total


    CERTIFICATION

    The institution requests that the Board of Retirement invest our accumulations/contributions based upon our investment choices above. The institution has reviewed the information provided by the Board of Retirement and has made this selection based upon our own investment judgment. The institution also realizes that past results are not a guarantee of future performance.


    Signature


    Use your mouse (or finger if on a mobile device) to sign your name in the box below.


    Referral

    If you were referred to the Board of Retirement or heard about us at an event, please let us know in the box below.

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