Step 1: LOGIN Most plans offer you the choice of selecting from a list of predetermined models or you can create your own portfolio of individual mutual funds. The list of pre-set models will appear on the first screen you see. To create your own portfolio, click the word “Investments” to see all of the mutual funds available in your plan. Click the “+” sign to select the investment. Note that you must select either a single model or create your own portfolio. You can not select both a model and individual funds. Once you made your investment selection, enter the percentage for each investment from 1% to 100% in whole increments. Your investment elections must total 100%. Click “Continue.” Step 6: Verify your Beneficiaries. If changes need to be made, print the Beneficiary Change Request Form from the Library section of the site and follow the instructions on the form. After these simple steps are completed, the enrollment process is finished. So, let’s get started. Enter your account number and password below. If your plan requires signed enrollment and beneficiary designation forms click here. |