Normal Distributions (in-service, lump sum, etc.):

  • Web requests: DL needed only if the amount is over $20k
  • DL not needed if request is entered by CSR
  • Forms: DL only needed if request over $500
  • Forms: Notarization required if request over $500

 

Hardship Distributions with Self-Certification:

  • Web requests: DL only needed if the amount is over $20k
  • DL not needed if request is entered by CSR
  • Forms: DL only needed if request over $500
  • Forms: no notary section

 

Hardship Distributions without Self-Certification:

  • Web requests: DL is waived as participant is providing alternate documentation such as medical bills, eviction notice, etc.
  • Forms: DL only needed if request over $500
  • Forms: no notary section

             

Loans:

  • Web requests: DL needed only if the amount is over $20k
  • DL not needed if request is entered by CSR
  • Forms: DL only needed if request over $500
  • Form/loan application: no notary section


All forms must have either a physical signature (handwritten on printed copy of documentation) or a certified electronic signature completed through DocuSign. If a participant does not have access to a printer, they should be directed to a CSR to assist with getting DocuSign versions of their form.