Transfer Balance by Dollar Amount

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

Only one transfer may be made per day. Please see transfer restrictions before initiating a transfer. Dollar amounts entered will be translated to whole percentages. Any change (increase or decrease) requested to an investment option as a result of this transfer request must equal at least 1% of that investment option balance for the transfer to proces.

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.

Account Balance as of

Investment Option Name (Internal ID) Current Balance Available for Transfer Reallocated Balance
Total Account Value $125,765.04 $125,765.04 $
AUL Fixed Account (FIXD)1 $22,909.20 $22,909.20 $
Invesco Global Equity (AGTR)RF
Redemption fee 2%, holding period 30 days.
$10,125.50 $10,125.50 $
AmCent Equity Income (AEIA) $0.00 $0.00 $
Amer Fds Ameri High Inc Trst (AFHI) $5,470.24 $5,470.24 $
Fidelity Adv LevCo Stk (FALT) $0.00 $0.00 $
Fidelity Adv Small Cap (HASC) $6,311.73 $6,311.73 $
Goldman Sachs Mid Value (GSML) $0.00 $0.00 $
OneAmerica Money Market (BMKK) $0.00 $0.00 $
OneAmerica Value (BVKK) $0.00 $0.00 $
PIMCO Total Return (PTRR) $21,482.05 $21,482.05 $
Russell LifePoints® 2010 Strat (RS10) $0.00 $0.00 $
Russell LifePoints® 2020 Strat (RS20) $0.00 $0.00 $
Russell LifePoints® 2030 Strat (RS30) $0.00 $0.00 $
Russell LifePoints® 2040 Strat (RS40) $0.00 $0.00 $
T Rowe Price Growth Stock (TLCG) $35,421.62 $35,421.62 $
Thornburg Core Growth (TBCG) $7,427.96 $7,427.96 $
Thornburg International Value (TINV) $16,633.98 $16,633.98 $


Important: Any shareholder redeeming shares with a value of $5,000 or more from an American Fund will be precluded from investing in that fund until 30 calendar days have elapsed since the date of the redemption transaction.


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.