1. Viewing and Changing Investment Elections

2. Investment Elections
You may “View” your investment elections by moving your cursor over the “Investments” option on the top menu bar and clicking “Investment Election Info.”

3. This option allows you to view your current investment elections
This option allows you to view your current investment elections. It lists the funds (which are all hyperlinked to Morningstar) and shows a Chart View of your current investment elections. You may change the chart to a bar graph by clicking “Graph View.”

4. Investment Elections
You may “Change” your investment elections by moving your cursor over the “Transactions” option on the top menu bar and clicking the “Investment Elections” option.

5. To change your investment Elections simply enter the applicable percentage next to the associated fund. Please note your elections MUST total 100%.
Prospectus and trading fees/rules are also available by clicking the appropriate icon.
This page also lists your current investment elections for reference when making your decision.

6. After you have verified that your new elections total 100%, you can choose to “Graph” your new elections, “Reset” if you are not satisfied and want to start over, or click “Submit” to request the change be made.
If your are comfortable with the elections you have selected you also have the option to “realign all EXISTING balances to mirror your new elections” by checking this box. This will create buys and/or sells to conform your ending balances to match your new elections.

7. Once you have clicked the “Submit” button a summary of your changes will be provided for final verification. If you are satisfied simply click the “Continue” button to make your changes final.

8. After clicking the continue button you will receive a confirmation number for your records of the associated transaction along with the final summary detail. If you have entered your address in the “Personal Information” section, you will also receive a confirmation of this transaction.

9. This concludes the “Viewing and Changing Investment Elections” section of our tutorial. If you have any questions please call a service representative at