Investment Fund Changes
Overview
Transfer all or a portion of your account balance to a different investment option.
Related information:
Resources to learn more about making investment fund changes in PEPP:
Requirements
Forms and Documentation
- Investment fund transfers and contribution instruction changes can be completed through your online account. We recommend you use this method first.
- Investment Option Change Form
Processing Time
If you request an investment fund transfer through your online account:
- Requests received by 2 p.m. CST are processed using the unit value based on financial market close that day.
- Requests received after 2 p.m. CST will use the next business day’s unit value.
If you submit your request by email/mail, it will be processed by 5 p.m. CST on the day it is received by PEPP.
PEPP is not responsible for any delays due to mail or fax.
Fees
The fees outlined below are for both inter-fund transfers and contribution instruction changes:
PEPP & Variable Pension Benefit members:
- All investment option changes done through your online account are free.
- The first two investment option changes in a fiscal year (April 1 to March 31) using the Investment Option Change form are free. A $30.00 processing fee is charged for the third and each subsequent investment change.
Lifetime Pension members only:
- You cannot change the investment option of a Lifetime Pension.