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Investment Allocation Worksheet
Before you call the voice response system or go online, decide how you want to allocate your accounts among your investment options. You may use different allocations for your Retirement Plan account and for your TAS and TDA accounts. You also may use different allocations for your existing account balances and future contributions. Indicate your investment choices in whole percentages.
Existing Account Balances
| Money Market Fund
| _____%
| _____%
| _____%
| | U.S. Bond Fund | _____%
| _____%
| _____%
| | New Horizons | _____%
| _____%
| _____%
| Balanced Fund
| _____%
| _____%
| _____%
| U.S. Equity Index Fund
| _____%
| _____%
| _____%
| Social Awareness Fund
| _____%
| _____%
| _____%
| U.S. Blended Equity Fund
| _____%
| _____%
| _____%
| International Blended Equity Fund
| _____%
| _____%
| _____%
|
Future Premiums/Contributions
| Money Market Fund
| _____%
| _____%
| _____%
| U.S. Bond Fund
| _____%
| _____%
| _____%
| | New Horizons | _____%
| _____%
| _____%
| Balanced Fund
| _____%
| _____%
| _____%
| U.S. Equity Index Fund
| _____%
| _____%
| _____%
| Social Awareness Fund
| _____%
| _____%
| _____%
| U.S. Blended Equity Fund
| _____%
| _____%
| _____%
| International Blended Equity Fund
| _____%
| _____%
| _____%
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