And you? When will you begin that long journey into yourself? Rumi
Idea Transcript
Alko Distributors, Inc. 401(k) Plan (356) TRANSFER AND ELECTION CHANGE FORM I. Participant Information
Name:
SSN:
II. Deferral Elections Check the appropriate option listed below to make changes to your salary deferrals. q NO change at this time. q I elect to CHANGE my Salary Deferral Contribution to ______% of my pay or $______ each pay period. q I elect to STOP all Salary Deferral Contributions made on my behalf to the Plan. This election will not prohibit any future election on my part to resume Salary Deferral Contributions.
III. Existing Account Balance Allocation and Investment Direction for Future Contributions
Complete A, B, or both to change your investment election and/or your account balance allocation. (must total 100%, whole %'s only) Fund Name
A Existing Account Balance Allocation
B Investment Direction for Future Contributions
American Funds Money Market Fund (R2)
%
%
Legg Mason Partners Short-Term Bond Fund (C)
%
%
Legg Mason Partners Core Bond Fund (A)
%
%
American Funds American Balanced Fund (R2)
%
%
Legg Mason Growth Trust (Pr)
%
%
Legg Mason Value Fund (Pr)
%
%
Legg Mason Special Investment Trust (Pr)
%
%
Legg Mason Opportunity Fund (C)
%
%
Royce Pennsylvania Mutual Fund (Cnslt)
%
%
Federated Max-Cap Index Fund (K)
%
%
American Funds AMCAP Fund (R2)
%
%
Am. Funds Wash. Mutual Investors Fund (R2)
%
%
American Funds New Perspective Fund (R2)
%
%
Am. Funds Cap. World Gro. & Inc. Fund (R2)
%
%
American Funds EuroPacific Growth Fund (R2)
%
%
I understand that this investment direction shall remain in force until changed and that I have the right to change the percentages indicated at my discretion.