Investment Portfolio Update Form

INVESTMENT PORTFOLIO UPDATE FORM
Fund name:*
Date of request:*

MonthDayYear
Date
Balanced: Structured for moderate growth (The market value of this portfolio is NOTguaranteed and may decline in value.)Growth: Structured for aggressive growth (The market value of this portfolio is NOTguaranteed and may decline in value.)Income: Structured for conservative growth (The market value of this portfolio is NOTguaranteed and may decline in value.)Non-Invested: Funds are not invested and remain in the Foundation’s checking account. (The principal is fully preserved, with no risk of loss.)
I prefer the ESG option available in the Growth, Balanced, and Income selections. (This investment option supports companies with strong environmental,social, and governance practices while seeking financial returns. A selection above of one ofthese three options is required.)
As required by regulations of the Internal Revenue Service, I acknowledge and agree that:
- This recommendation is advisory only and the Garnett Community Foundation may, at its sole and absolute discretion, abide by or decline to follow this recommendation.
- The Garnett Community Foundation may at any time, at its sole and absolute discretion, change the investment of all or any portion of the assets or allocations in the Fund.
- If this recommendation is accepted, the investments will be administered in accordance with the financial policies of the Garnett Community Foundation.
- I understand that investments are subject to normal market and interest rate risks, and any gain or loss generated by the investments in the Fund will be credited or charged to the Fund.
Authorized Fund Representative Signature:

By signing this form, I certify that I am authorized to request changes to the investment portfolio for the Fund listed above.
Name*

First NameLast Name
Signature*
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INVESTMENT PORTFOLIO UPDATE FORM

Authorized Fund Representative Signature: