Investment Fund Changes
Overview
Transfer all or a portion of your account balance to a different investment option.
Related information:
Requirements
Forms and Documentation
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
PEPP 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.
Variable Pension Benefit members only:
- All investment option changes done through your online account are free.
- There is no charge for the first payment instruction change in a fiscal year (April 1 to March 31). A $30.00 processing fee is charged for the second and each subsequent payment change.
Lifetime Pension members only:
- You cannot change the investment option of a Lifetime Pension.