MLITC Enrollment Web Book - Ready - Flipbook - Page 20
MORTGAGE LENDERS INVESTMENT TRADING CORPORATION
Investment Election/Change Form
Mortgage Lenders Investment Trading Corporation
1400 South International Parkway, Suite 1000
Lake Mary, FL 32746
Certified Benefits Corp
1111 Douglas Avenue
Altamonte Springs, FL 32714
SECTION 1: Investment Option Election – this investment election will be applied to all contribution types.
You may select from the following list of Model Investment Portfolios, Target Date Funds or Mutual Funds.
□
□
Future Contributions
Existing account balance
Percentage to be
Allocated
_____.0%
Model Investment Portfolios
Conservative
□
Both Future and Current
Additional Investment Options:
AB Large Cap Growth I - ALLIX
Percentage to be
Allocated
_____.0%
Moderately Conservative
_____.0%
Cohen & Steers Instl Realty Shares - CSRIX
_____.0%
Moderate
_____.0%
DFA International Sm Company - DFISX
_____.0%
Moderately Aggressive
Aggressive
_____.0%
_____.0%
Dodge & Cox Global Bond – DODLX
Vanguard Target Retirement Inc Inv - VTINX
_____.0%
Invesco Oppenheimer Discovery R6 - ODIIX
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
_____.0%
Vanguard Target Retirement 2020 - VTWNX
_____.0%
PGIM High Yield R6 - PHYQX
_____.0%
Vanguard Target Retirement 2025 - VTTVX
_____.0%
PIMCO Income Instl - PIMIX
_____.0%
Vanguard Target Retirement 2030 - VTHRX
_____.0%
Invesco Stable Value Trust I - QJQKQ
_____.0%
Vanguard Target Retirement 2035 - VTTHX
_____.0%
_____.0%
American Funds Bond Fund R6 - RBFGX
_____.0%
Vanguard Target Retirement 2040 - VFORX
American Fds New Perspective R6 - RNPGX
_____.0%
Vanguard Target Retirement 2045 - VTIVX
_____.0%
Vanguard Equity-Income Adm - VEIRX
_____.0%
Vanguard Target Retirement 2050 - VFIFX
_____.0%
Vanguard Federal Money Mkt - VMFXX
_____.0%
Vanguard Target Retirement 2055 - VFFVX
_____.0%
Vanguard Mid-Cap Val Idx Adm - VMVAX
_____.0%
Vanguard Target Retirement 2060 - VTTSX
_____.0%
Vanguard Short-Term Treasury Idx - VSBSX
_____.0%
_____.0%
Vanguard Small Cap Val Idx Adm - VSIAX
_____.0%
Vanguard International Value Fund - VTRIX
_____.0%
Fidelity Advisor Intl Cap App Z - FIDZX
Fidelity Advisor Intl Sm Cap Opps - FOPIX
Target Date Funds
Fidelity 500 Idx Institutional Prem - FXAIX
JPMorgan Mid Cap Growth Fund - JMGMX
Vanguard Target Retirement 2065 - VLXVX
TOTAL MUST EQUAL 100%
Automated Investment Strategies – (To be used only if more than one investment option is chosen.) Please choose
one of the following options (if no selection is made and more than one investment option is chosen above, the
account will be rebalanced annually). Please note that rebalancing will occur only if the initial allocation changes
by two percentage points or more.
❑ Do Not Rebalance
❑ Monthly
❑ Quarterly
❑ Semi-Annually
❑ Annually
SECTION 2: Signature – Review to make sure that you have completed each section fully. Please return this form
to your employer.
Employee Name (printed):______________________________________ SSN: ___________________________
Employee Signature: __________________________________________ Date: ___________________________
Employer Signature: __________________________________________ Date: ___________________________
Special 404 (c) Regulations Section and Notice of Limited Liability. This plan intends to comply with ERISA 404 (c) and Title 29 of CFR 2550.404 c-1. Plan Fiduciaries may be relieved of liability for any
losses that may result from participant’s investment instruction.
