If there are any distributions that are pending review, they will be listed on this screen. To review a distribution, click to highlight it and select "Review Request". Only one distribution request may be reviewed at a time. After each distribution request is reviewed, you will be redirected to the "Requests for Approval" screen to select any additional distributions for review, if applicable. If you have questions about a distribution request, please contact your Plan Consultant.
Carefully read and review all aspects of the participant's distribution request prior to updating the Distribution Approval Status. To approve the request, select "Approved" and click Update. If the distribution is being rejected, please select a rejection reason as well as comments for the participant. These comments will be included in the email sent to the participant providing notification of the rejection.
Please note that once a distribution is rejected, the request is canceled. If the participant wishes to apply for an alternate amount or provide different supporting documentation, he or she should initiate a new distribution request.