To request a new distribution, click the "Start New" button. If a distribution request has already been initiated but not yet submitted, click the "Continue" button on the same row as the distribution request. Distributions that have already been submitted will be displayed, but cannot be edited. If you require assistance, please contact our Service Center at (888) 762-6088.
Be sure to review all personal information for accuracy. Please note that changes cannot be made on this page. If you need to modify or add any contact information, please click the "Exit" button and make the updates to your account before requesting your distribution. Changes can be made by clicking the "Manage My Personal Information" button from your account summary page.
Distribution Type - Select the type of distribution you are requesting from your account.
Processing Fee - If applicable, this amount will be deducted from your account.
Estimated Available Amount - This is the amount estimated to be available to you at the time of request. Market fluctuation and/or verification of vesting may increase or decrease this amount.
Distribution Reason - Applicable to Hardship distributions only. Select the reason for your Hardship withdrawal request. Hardship distributions may only be taken to meet an immediate and heavy financial need due to one of the specific reasons listed. The reason will determine the type of documentation that is required to be be provided in Step 5 of the process. Without the required documentation, your request will not be approved.
Amount Selection:
If the actual amount available is less than the amount requested, withdraw the maximum amount available - If you select 'yes' and the amount available for distribution is less than the amount requested, then the maximum amount available for distribution will be distributed. If you select 'no' and the amount available for distribution is less than the amount requested, then the request will be canceled.
Single Payment - Distribution will be paid in a single lump sum according to your payment elections in Step 4.
Split Payments - Distribution will be split into two lump sums according to your payment elections in Step 4.
Payment Election - Select your distribution method from the options listed. If you have opted for split payments, select the percentage of your account you would like paid to you as the Split Payment Percentage for the Cash Distribution. This portion will be paid to you directly less any applicable taxes and fees. The remaining amount will be paid as a direct rollover to another Qualified Plan or Rollover IRA, as specified.
Tax Withholding Information (if applicable) - Select your Federal and State Tax Withholding elections. If you have questions about your tax withholding elections, please consult with your tax advisor. In the event that your elections do not meet minimum Federal and/or State withholding requirements, we will withhold the minimums required by law.
Tax withholding elections for pre-tax sources will apply to the full amount distributed from those sources. If you have Roth balances, the earnings on your contributions will be subject to tax withholding unless your distribution is made after a 5-taxable-year period of participation and you are either over age 59 1/2 or are disabled.
If you elect either an ACH payment or a rollover to another qualified plan or IRA, provide the payment intructions for your distribution.
Review your entire distribution request prior to clicking "Submit Request". If any updates or corrections are needed, click the "Previous" button to make changes before submitting.
Required Documents (if applicable) - If your distribution request requires additional documentation, the required documents will be detailed in the Required Documents section. All required documents must be uploaded prior to submitting your distribution request for approval.