Transfers are requests to transfer assets from one fund to another within the same account (example - transfer all shares from IFA to AMF in the after-tax savings account).

All transfer requests must be submitted in writing, signed by all owners on the account or by contacting the PI Retirement Savings Department.

Written requests should be mailed to:

FMN Capital Corporation
ATTN: PI Dept.
26041 Acero
Mission Viejo, CA 92691

Should you have any questions, please call us at (949) 455-0300 and ask for the PI Dept. or e-mail us at info@piplan.org.