How can my client access his or her money prior to retirement or separation from service?
Subject to the terms of the employer’s plan, your client may be able to take an in-service withdrawal or a plan loan.
Your client can find out if the plan permits in-service withdrawals or loans, and can initiate a request by logging on to his or her account through this website or by calling the PlanConnect® Service Center at (800) 923-6669. Your client will also need to submit any paperwork your organization requires to process the transaction.
Salary Reduction Forms
Please be advised that this web content is not intended as legal or tax advice. Accordingly, any tax information provided in this web content is not intended or written to be used, and cannot be used, by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer. The tax information was written to support the promotion or marketing of the transactions(s) or matter(s) addressed, and you should seek advice based on your particular circumstances from an independent tax advisor.
