Can I change my investment option?

Yes, but under IRS requirements, you are only allowed to change your money allocation and/or investment type up to two times a year. Any changes will be applied to prior contributions, earnings, and future contributions. If you do make a change to your investment option, we’ll sell your units in the original option and use the proceeds to buy units in the new one. You can make a change online from your account or use the Investment Option or Allocation Change Form.

Investment change form

Still have questions?

We have answers. Give us a call Monday through Friday, at 1-844-600-2253 from 9am–5pm PT, or use our Live Chat feature in the bottom right of your screen (when available).

Individuals with speech or hearing disabilities may dial 711 to access Telecommunications Relay Service (TRS) from a telephone or TTY.

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