Investment Change Form

Update Your Investments

Adjust your investment options for both existing assets and future contributions in a few simple steps. With a flexible investment lineup built around diversification and steady saving, we can adjust your retirement strategy to align with your goals. Fill out the form below.

Investment Change Form

We believe strongly that carefully diversified investments and consistent saving habits are key ingredients to building adequate assets for retirement. We offer a flexible investment lineup to meet your investment needs and goals for retirement. If you need help or guidance in your investment selection, please call our office, and we will be glad to help.

Fill out the Electronic Investment Change form below:
Complete this form in order to direct Servant Solutions to change or update your selected investment options, with respect to both existing assets and future contributions.

Complete Form

If you prefer using a paper form, you can download and print it below:

DownLoad Document