Separate Account Investment Data Request

If a Plan in your FirmPlus account utilizes a Separate Account product (such as a Stable Value Fund) that is not available in the FirmPlus investment database, please follow the steps below to submit a request to add the product's investment data.

Note: Timing on the availability of the investment data after submitting your request will vary depending on the efforts required to obtain and publish the requested investment data.

How to Submit A Request

1. Gather the fund name, fund manager, and share class of the Separate Account product you are requesting to be added to the investment database.
2. If available, gather any relevant contact information for the fund manager of the Separate Account product.
3. Draft an email to [e-mail] with the subject of "UBS Separate Account Data Request - Fund Name" where the "Fund Name" portion is the name of the Separate Account product you're requesting.
4. In the body of the email, include the following information:
   • Fund Name
   • Fund Manager
   • Share Class
   • Contact Info (if available)
   • Any other relevant information
5. Send the email. A member of the Support Team will confirm your request was received.

When the investment data becomes available, a Support Team member will reach out to provide you an update and anticipated availability of the data within the FirmPlus toolset.