Asset Rebalancing Request (OL2855)
This form may be used to readjust investment allocations by shifting money among subaccounts.
To allocate funds outside of the asset rebalancing process, call our Customer Service Center at 1-800-547-0171 or contact your registered representative.
Filling Out the Form
We encourage you to read all instructions carefully.
When filling out this form, be sure to include the contract number, owner's name, owner's Social Security number, owner's phone number and agent's phone number. The form requires the signature of the owner and joint owner (if applicable).
In the subaccount section, the form will prompt you to select a subaccount to rebalance and the percentages you wish to have in each subaccount.
Note: Do not use fractional percentages. The total of allocations must equal 100 percent.
In the rebalance options section of the form, you must select either "Full Rebalance" or "Partial Rebalance." If no choice is made, Phoenix will process as a full rebalance.
You will also need to select a start date and the frequency of rebalancing.
After filling out this form, please return it to:
Phoenix Variable Products Mail Operations
To speak to a customer service representative, call: 1-800-541-0171