If you would like to transfer all or a portion of your account balance from your existing investments to one or more of the different investment choices offered in your plan, please follow the steps detailed below.
1) Log in to and select "Plan Participant."
2) Then click "Manage Account" at the top right of the home page.
3) Next, click on "Transfer Funds." Please note that this selection will only affect your existing funds. To change how future deposits are invested, you will need to change your investment elections.
4) Now determine the percentage of each fund that you would like to transfer and enter this percentage under "From." Next, you will need to determine to which fund(s) those monies are transferring. Indicate the percentage of the transferring monies that you would like to transfer to each of your destination investment choices. Enter that percentage in the "To" column.
In the example above, 100% of the current holdings in Fund A and 75% of the current holdings
in Fund C are being sold. 50% of the resulting proceeds from BOTH sales will be transferred to Fund B and the remaining 50% will be transferred to Fund D.
5) Once your selections are complete, click "Next" at the bottom of the screen.
6) You will then be asked if you have read the prospectus for each of the affected funds. Once you have read those, mark them as "Read" and click "Next" at the bottom of the screen.
7) Next, you will reach the "Review" screen. Review your selections here and click "Submit" at the bottom of the screen if your elections are correct.
8) You are all done! A confirmation of your transaction will be sent to your e-mail address of record or the e-mail address that you entered during the submission process.