Nationwide
- Nationwide
- Hardship Withdrawal Form
- Loan Application
- Deferral Percentage Change Form
- Deferral Percentage Change Form Roth
- Beneficiary Designation and Spousal Consent Form
- CARES ACT Distributions and Loans
*For assistance with a Distribution from Nationwide, please contact your Financial Advisor. You can also contact the NAI office for more information.
Voya
- CARES ACT Distributions and Loans
*VOYA requires plan specific forms and does not provide generic forms for use.
*Please reach out to the VOYA Helpdesk at 800-584-6001 for more information on how to get this started.
*For assistance with a Distribution from VOYA, please contact your Financial Advisor. You can also contact their participant help line at 1-800-584-6001 for more information.
American Funds - Recordkeeper Direct (Account Number starts with IRK or BRK)
- CARES ACT Distributions and Loans
*For assistance with a Distribution from American Funds, please contact your Financial Advisor. You can also contact their participant help line at 1-800-421-6019 for more information.
American Funds Plan Premier (Account Number starts with numbers)
- CARES ACT Distributions and Loans
*For assistance with a Distribution from American Funds, please contact your Financial Advisor. You can also contact their participant help line at 1-800-421-6019 for more information.
Principal
- CARES ACT Distributions and Loans
*For assistance with a Distribution from Principal, please contact your Financial Advisor. You can also contact the participant help line at 1-800-547-7754 for more information.
John Hancock
- CARES ACT Distributions and Loans
- John Hancock CARES Act Related Loan Request
- John Hancock CARES Act Withdrawal Coronavirus Related Distribution
*For assistance with a Distribution from John Hancock, please contact your Financial Advisor. You can also contact their participant help line at 1-800-395-1113 for more information.
MassMutual-Hartford
- MassMutual Hardship Distribution Request Form
- MassMutual In-Service Distribuiton Form
- MassMutual Loan Request Form
- MassMutual Separation
*For assistance with a Distribution from Mass Mutual, please contact your Financial Advisor. You can also contact their participant help line at 1-800-743-5274 for more information.
Transamerica
*For assistance with a Distribution from Transamerica, please contact your Financial Advisor. You can also contact their participant help line at 1-800-401-8726 for more information.
- CARES ACT Distributions and Loans
**Participants can make a distribution or loan request by calling the participant call center at 800-401-8726 or logging into their account and request via the online chat feature.
Empower
- CARES ACT Distributions and Loans
*For more information please contact your Financial Advisor or you can contact their Participant Helpline at 855-756-4738 or email them at participant_services@empower-retirement.com