Distributions
How do I take a Distribution or Rollover out of the plan?
Check the Plan Summary available in the Documents section to see if you are eligible for a Distribution. Download the Distribution Request Form from the Documents section, fill it out, and send it to us. Our address, fax, and email is at the top of the form.
How do I make a Hardship Withdrawal?
Check the Plan Summary available in the Documents section to see if your plan allows hardship withdrawals. Download the Hardship Withdrawal Request Form from the Documents section, fill it out, attach the required documentation, and send it to us. Our address, fax, and email is at the top of the form.
How do I take out a Loan?
Check the Plan Summary available in the Documents section to see if your plan allows loans. Download the Loan Request Form from the Documents section, fill it out, and send it to us. Our address, fax, and email is at the top of the form.
How long does it take to process?
It can take up to 15 business days upon receipt of the form in good order for the distribution to be processed. You should receive it in 2-3 business days if you elected ACH and up to 1 week or more if you elected check or rollover from the date it has been processed.