Global Model Portfolio Update

Sep 12, 2026

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Global Model Portfolio Update form for authorized advisors/strategists to manage model changes through the Investment Management Center (IMC). It details required advisor information, lists model IDs to be updated from the Global Model Portfolio template, and provides step-by-step options for changing model portfolio names, updating or replacing investments, and reallocating or rebalancing model portfolios. Processing timelines, effective-date constraints, auto-rebalancing frequency, and confirmation/acceptance provisions are included.

LanguageEnglish

CategoryLetters

FormatPDF

Pages2

Reading Time1 min

AccessFree to download

STEP 1 ADVISOR/STRATEGIST INFORMATION

STEP 2 IMPLEMENTATION INFORMATION

STEP 3 MODEL PORTFOLIO NAME CHANGE

STEP 4 MODEL PORTFOLIO UPDATES

STEP 5 AUTO REBALANCING FOR MODEL PORTFOLIOS

STEP 6 CONTACT INFORMATION

STEP 7 SIGNATURE & ACCEPTANCE

Email completed forms ONLY to: [CompletedFundChangeForms@PCSRetirement.com](CompletedFundChangeForms@PCSRetirement.com). Email questions, inquiries, including status updates on existing requests to: [InvestmentAdministration@PCSRetirement.com](InvestmentAdministration@PCSRetirement.com). Global Model Portfolio Update Authorized Advisors/Strategists can manage Models online utilizing the Investment Management Center (IMC) at [www.PCSRetirement.com. To learn more](www.PCSRetirement.com. To learn more), please contact us at InvestmentAdministration@PCSRetirement.com or call our sales team at 877-272-4015. Please note that options on this form will not affect standalone investment balances or elections. If changes are needed for standalone options, the Standalone Investment Update Form must be completed. STEP 1 ADVISOR/STRATEGIST INFORMATION | Advisor / Strategist Name | Advisor / Strategist Firm Name | | --- | --- | | | | Please list Model ID and Model name on the “Model List” tab on the “Global Model Portfolio” Template for models to be updated. STEP 2 IMPLEMENTATION INFORMATION As soon as possible • Request will be processed within 3 business days if received before 12:00 PM ET or four (4) business days if received after 12:00 PM ET. Requested Effective Date: (month / day / year) • Please allow at least 3 business days (if form is received before 12:00 PM ET) or four (4) business days (if form is submitted after 12:00 PM ET) between the date the form is submitted and the requested effective date. Note: Implementation on the requested effective date is contingent on forms being submitted in good order prior to the minimum days as listed above. The Requested Effective date cannot fall on a weekend or Market Holiday. STEP 3 MODEL PORTFOLIO NAME CHANGE (Select One Option) No model portfolio name changes Update the model portfolio name(s) based on the completed “Name Changes” tab of the attached “Global Model Portfolio Update” Template. If NEW model portfolio name(s) are being applied, please use the new naming convention throughout all other selection on this form and the“Global Model Portfolio Update” Template. STEP 4 MODEL PORTFOLIO UPDATES (Select One Option) No updates to investments inside the model portfolio. Replace investments inside a model portfolio based on the completed “Replacements” tab of the attached “Global Model Portfolio Update”Template. This will result in 100% liquidation of the investment’s balance within the designated model portfolio(s) with the proceeds from that liquidation being invested 100% into the replacement investment within the model portfolio(s) . This will also update the allocation of future money coming into the model portfolio(s) . Reallocate and rebalance the model portfolio(s) based on the completed “Updated Allocation(s)” tab of the attached “Global Model Portfolio Update Template”. This will result in liquidation of investment balances in the model portfolio necessary to purchase investments in the percentages specified. This will also update the allocation of future money coming into the model portfolio(s) . STEP 5 AUTO REBALANCING FOR MODEL PORTFOLIOS (Select One Option) Selecting an auto rebalance option will result in all underlying investment balances within the specified model portfolio being rebalanced to the model allocations that exist AT THE TIME of the rebalance. As a reminder, if model portfolio name changes were requested above, the NEW model portfolio names must be used when completing the Global Model Portfolio Update Template. No updates to auto rebalancing Update all models in the completed “Auto Rebalance” tab of the Global Model Portfolio Update Template to: Email completed forms ONLY to: [CompletedFundChangeForms@PCSRetirement.com](CompletedFundChangeForms@PCSRetirement.com). Email questions, inquiries, including status updates on existing requests to: [InvestmentAdministration@PCSRetirement.com](I

FAQs

Where should the model IDs and model names be listed for updates?

List the Model ID and Model name on the “Model List” tab of the “Global Model Portfolio” Template for the models to be updated.

How is processing time determined for the requested implementation?

Requests are processed within 3 business days if received before 12:00 PM ET, or within four (4) business days if received after 12:00 PM ET. The form must be submitted in good order at least the minimum days before the requested effective date.

What happens when an advisor selects model portfolio investment replacements or reallocation options?

Replacing investments results in 100% liquidation within the designated model portfolio(s) and reinvestment 100% into the replacement investment(s), and updates allocations for future money. Reallocate and rebalance liquidates the necessary balances to purchase investments according to specified percentages and updates future allocations.

Sep 12, 2026

Upload by Anda