Investment Change Request

Investment Change Request
Abbit Master Trust

This form is used to move preneed contracts to a different investment strategy within the Abbit Master Trust. If you want information regarding these different investment strategies, please reach out to Jim Slater who is our Chief Investment Officer.

Jim Slater
Chief Investment Officer

Email: james@abbit.biz
Phone: 616-239-5146

Seller/Provider Name

Seller/Provider Code

Which preneed contracts do you want to move to a different investment strategy.

For the following contracts...

Input reference numbers, separated by comma.

Move FROM the following strategy(s)...

Move TO the following strategy...

Please note that any and all contracts setup as a non-guaranteed price agreement will stay invested in the CD trust, per MCL - Section 328.222.

Signer's Legal Name

Print your legal name.

Signer's Title

You must have authority to enter into this agreement.

Signature