3(16) Distribution Approval Procedures BlueStar Ameritas is the 3(16) Administrator for the attached list of plans, which means that we will approve dist...

Calculating Required Minimum Distribution 1) To calculate a participant's RMD, you will first open the plan in Relius. 2) Select Processing >...

Cancelling Distributions In order to cancel requests that have been approved by the sponsor:   Open the appropriate plan year in Relius. If this is an...

Cancelling Loans GENERAL LOANS Pull up participant census and select Loans on left hand side.  Ensure the appropriate loan is selected. This exa...

Cancel Loan Payoffs When participants wish to payoff their outstanding loans, they will submit a Loan Payoff Request to CSRs, which generates an automate...

Distribution Ready to Trade Procedures In Crystal Reports, open the Transactions-Internal-ReadytoTrade2, Transaction-Internal-CallOuts, and DMC-Distribu...

Employment Status Request Updates CSRs often receive calls from participants who state they are terminated but currently have an active status on file. I...

Hardship Distribution & Loans Procedures Hardship Distributions To locate new hardship requests: Sort by "Distribution Type" for requ...

Incoming Rollover Processing (New, 2023) {Under Construction} In order to rollover funds from their prior plan into their Ameritas BlueStar plan, par...

International Distributions Schwab Procedures: If a participant has an international mailing address, we would be required to gather the following do...