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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.

Dollar Cost Averaging


This option is for participants that have $10,000 or more in the Fixed Interest Account and/or Money Market and want to systematically transfer money to other investment options in their account. Please see dollar cost averaging details and transfer restrictions prior to requesting a transfer.

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 the investment of your future contributions, please complete an Investment Option Election Change.

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

Investment Source
AUL Fixed Interest Account

Investment Amount
$
* $100 Minimum. Please enter whole amounts only.

Frequency of Dollar Cost Averaging
Monthly
Quarterly
Semi-Annually
Annually
* Frequency periods are based on calendar year.

Stop Date (Optional)
    Repeat until cancelled.
* If a stop date is selected, no dollar cost averaging will occur during that month and following periods.

Investment Option Dollar Cost Averaging Allocation
AIM Dynamics %
Alger American Growth %
American Century Equity Income %
American Century Income & Growth %
Fidelity VIP Growth %
Janus Aspen Flexible Bond Portfolio %
Janus Aspen Series Worldwide Growth %
SSgA S&P 500 Flagship Fund %
Total Allocation %

 

Please Note: The dollar cost averaging will occur on the last business day of the frequency selected.

 



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