To request a distribution you will need:
•Identifying information -Tax identification no. (e.g. social security number), date of birth, etc. •Contact information - Legal residential address, e-mail address, phone no. •Reason for distribution – e.g. normal, early, disability, or from an Inherited IRA
Additional items you may need during the distribution process: •If requesting a rollover to your current employer's plan, please have the plan name, plan number, and check payable instructions •If requesting a distribution to be directly deposited to your bank, please have your banking information available (e.g. bank name, address, routing number and your account number)
Processing time for a distribution/rollover is up to 15 business days.
Please click 'Next' to get started.