Multifund Transfer Old

Multifund Transfer Form

(Please complete with block letters)

Data Privacy

Title *

RSA PIN *

First Name *

Middle Name

Surname *

Email Address *

Date Of Birth *

Date *

Mobile Number *

Gender *

Employers’ Name *

Employers’ Address *

Fund Type	Risk Exposure to Variable Income Assets	Membership	Remark
Fund I	95% of Portfolio	49 years & below (by request only)
Fund II	75% of Portfolio	49 years & below (by default)	Fund II contributors can move to Fund I
Fund III	20% of Portfolio	50 years & above (by default)	Fund III contributors can move to Fund II (Formal request only)
Fund IV	10% of Portfolio	50 years & above (Retirees)	Strictly for Retirees
Fund V (Conservative)	5% of Portfolio	Personal Pension Plan	Personal Pension Plan
Fund V (Growth)	45% of Portfolio	Personal Pension Plan	Personal Pension Plan
Fund VI (Active)	75% of Portfolio	Non-Interest Contributors	Ethical Fund
Fund VI (Retiree)	10% of Portfolio	Non-Interest Retiree Contributors	Ethical Fund
Fund VII (Dollar-Denominated Fund)	30% of Portfolio		Dollar-Denominated Fund

Fund Transfer Options

Please complete as appropriate

Current Fund *

New Fund *

New Fund *

New Fund *

New Fund *

New Fund *

New Fund *

New Fund *

New Fund *

Declaration

Declaration *

Declaration *

(NOTE: Contributors are allowed to switch among Funds twice in a calendar year. The first transfer request will be at no cost while an additional request to switch among Funds within a year will attract a fee of N1,000.00 (one thousand Naira only

Data Privacy

Privacy Policy *

Signature *

Date *

Name