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

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

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

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

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.