Withdrawals ? Contents | X Close Window


This withdrawals wizard allows you to withdraw (also called a distribution) money from your retirement plan. The amount of money available for withdrawal depends on the type of withdrawal selected. The maximum available withdrawal amount is calculated using vested balance and/or the value of contributions to specific investments in your plan.

  • Your request must conform to the withdrawal limits illustrated within the wizard.
  • A confirmation number will be presented for your records indicating a successful request. In the event that the required fields are not completed or the data entered is invalid, a message will appear indicating an error that must be corrected to proceed.
  • Please note, your withdrawal request may be subject to the approval of your plan sponsor prior to distribution.
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