Guide to Using this Page

STEP4 Confirm STEP5 Transaction Complete

STEP4:Confirm

STEP4:Confirm
1Confirm details of transaction

Confirm details that you have provided for the switching transaction.

(1) Glossary related to switching

2"Return to previous screen" link

To revise details for the switching transaction click "Return to previous screen" and re-enter all required information.

3"Submit" button

Verify the information you have provided, then click Submit.

 

STEP5: Transaction Complete

STEP5: Transaction Complete
4Transaction Complete

Once you have completed the steps involved in specifying instructions for switching transactions, you will see the message, "You have submitted the following details." along with the switching instructions you have submitted.

(1) Glossary related to switching

(2)"Contribution Instructions" and "Provide Rollover/Asset Conversion Instructions" buttons

Each button will be displayed only for those who are able to provide instructions for applicable assets.