You may move money between investment options any time by logging on through PERA's website:

• Click on “Back to Login”
• Enter your User ID and password then click on “DC Account Access”

There are three ways to transfer money between investment options. All transfers must be made in one percent increments, and you cannot transfer money from one investment option to another and back to the original option in the same day. Transfers to the Self-Directed Brokerage Account must be at least $1,000 and you must keep at least $500 invested in the PERAdvantage funds.

1. Direct Transfer To perform a direct transfer you may also select “Fund Transfer” in the “Manage Investments” area (after you log in to your account) to transfer money into and out of specific funds. You may also call 1-800-759-7372 and select the DC option.



2. Reallocate Balances — You may wish to move money automatically across all investment options by selecting “Reallocate Balances” option in the “Manage Investments” area (after you log in to your account).



3. Automatic Rebalancing — Once you have established your investment election allocations you can set your account to rebalance itself back to your pre-set percentages on a regular basis. Rebalancing will occur every 90 days until you decide to turn off the feature or you make a direct transfer.

Transactions completed before 2:00 p.m. (Mountain time) will be processed the same business day. Transactions completed after 2:00 p.m. (Mountain time) will be processed the next business day. You may cancel a transaction if you do so before 2:00 p.m. (Mountain time) on the same day the transaction is scheduled.