Contribution Instruction Change
Overview
If you want to make changes to how you contribute to your pension plan, it’s easy to do. You can update your contribution instructions at any time to determine how your contributions into PEPP will be allocated to your preferred investment fund(s).
Related information:
Resources to learn more about your contributions to PEPP:
Understand Your Pension - Contributing to Your Plan
Understand Your Pension - Investing in PEPP
Account Changes - Investment Fund Changes
Requirements
Forms and Documents
Contribution instruction changes and investment fund transfers can be completed through your online account. We recommend you use this method first.
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 contribution instruction changes and inter-fund transfers:
- 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.