Security Verification Requirements

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

  • DL's needed for any withdrawal over $250,000. Any withdrawals under that amount whether via form, CSR or participant web do not need a DL.

Hardship Distributions with Self-Certification:

  • DL's needed for any withdrawal over $250,000. Any withdrawals under that amount whether via form, CSR or participant web do not need a DL.

Hardship Distributions without Self-Certification:

  • DL's needed for any withdrawal over $250,000. Any withdrawals under that amount whether via form, CSR or participant web do not need a DL.

             

Loans:

  • DL's needed for any withdrawal over $250,000. Any withdrawals under that amount whether via form, CSR or participant web do not need a DL.


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.