Automatic Rebalancing Transfer Review

  1. Step 1:Make transfer selections.
  2. Step 2:Review selections.
  3. Complete.
MAIZE, MARY D34730 ABC SAMPLE PLAN

Please review your selections below prior to submitting transfer request.

Transfers will be based on today's market value for your account balance, if received by 4 p.m. Eastern Time. If your request is received after 4 p.m., your request will be processed and based on the market value of your account on the next business day.

The investment return and principal value of the investment accounts will fluctuate, so that when redeemed, units may be worth more or less than the original cost.

A change to the investment of your existing balance does not affect the investment of future contributions. If you would like to change how your future contributions will be invested, please select the change investment option elections option.

Certain investments (PDF) will assess redemption fees if a purchase into and sale out of a fund is shorter than the fund company's holding period.

Frequency of Automatic Rebalancing Transfer

Annually

Investment Option Elections as of

Investment Option Name (Internal ID) Current Percentage
Total Account Value 100 %
AUL Fixed Account (FIXD)1 19 %
Invesco Global Equity (AGTR)RF 8 %
Amer Fds Ameri High Inc Trst (AFHI) 4 %
Fidelity Adv Small Cap (HASC) 5 %
PIMCO Total Return (PTRR) 17 %
T Rowe Price Growth Stock (TLCG) 28 %
Thornburg Core Growth (TBCG) 6 %
Thornburg International Value (TINV) 13 %

Note: Please wait for confirmation page after submitting. Account balance transfer selections will not be made unless the transaction request is submitted by selecting the "Submit" button above. Please record your confirmation number for future reference.

Note: Recurring automatic rebalance transfers will occur on the last business day of the period selected. The investment option elections on file at the time of each transfer will be utilized to rebalance your account.

Note: Investment options are valued as of the close of financial markets on the last previous active trading day.

Note: View more information about the investment option summaries.

1.
A maximum of 20% can be transferred from this investment option per contract year
RF.
A redemption fee is assessed to a participant's account if shares of a particular fund are purchased and sold within the minimum holding period determined by the fund company. Redemption fees are charged by the mutual fund company and paid out of the participant's account.