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SMITH, JOHN R

Plan #: G12345
Plan: Demo Plan

Last time logged in:
10:30 AM  ET


  Account Balance

By Investment Option
View your account balance by investment option.

By Contribution Source
View your account balance by contribution source.

Contribution History Detail
View your contribution history detail.

Account Activity Summary
View your account activity summary.

Transfer Balance By Dollar Amount
Transfer your account balance by dollar amount.

Transfer Balance By Percentage
Transfer your account balance by percentage.

Auto-Rebalancing Transfer
Establish an auto-rebalancing transfer

Dollar Cost Averaging Transfer
Establish a dollar cost averaging transfer.

Interest Sweep Transfer
Establish an interest sweep transfer.

Account Balance Transfer By Dollar Amount Print

Only one transfer may be made per day. Please see transfer restrictions before beginning a transfer. Enter a new dollar amount to begin transfer. The dollar amount is translated to a percentage based upon your account balance as of 4 p.m. Eastern Time. Any increase in an investment option as a result of this transfer request must be a minimum of 1% of the assets being transferred.

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 options elections option.

The investment option names below link to investment option summaries available as Adobe Acrobat® PDFs.

Account Balance as of:
Investment Option Name Current
Balance
  Available for
Transfer
Reallocated
Balance
AUL Fixed Interest Account $2,925.57   $2,925.57 $
AIM Dynamics $17,063.87   $17,063.87 $
Alger American Growth $3,805.55   $3,805.55 $
American Century Equity Income $2,279.88   $2,279.88 $
American Century Income & Growth $8,516.84   $8,516.84 $
Fidelity VIP Growth $2,952.42   $2,952.42 $
Janus Aspen Flexible Bond Portfolio $7,416.11   $7,416.11 $
Janus Aspen Series Worldwide Growth $3,760.48   $3,760.48 $
SSgA S&P 500 Flagship Fund $388.93   $388.93 $
Total Value $49,109.65   $49,109.65 $

 
 

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.

 

Investment options, other than interest only funds, are valued as of the close of financial markets on the last previous active trading day.

 

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

 
 



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