Whether plan participants choose to use LIVESTRONG™ Portfolios or select their own individual portfolio options, all use the same enrollment form with any Advantage Series contract — the Advantage Series Group Variable Annuities Enrollment and Change Request (Form 3764).
Plan participants who choose to select their investment options must also complete the applicable Advantage Series Group Annuities Investment Elections Form. There is a separate form for each type of Advantage Series contract. As explained on each form, plan participants may allocate contributions among a maximum of ten portfolio options. These forms must be completed at the time the employee enrolls in the plan and again any time the participant wishes to change future allocation choices.
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