Participant FAQ

Can I change how I'm going to receive my distribution?

Updated on

Generally, 

Items that can be changed: an IRA account number, Roth IRA account number, retirement plan name, retirement plan account number, or delivery address

Items that cannot be changed: switch from lump sum (cash) to rollover, or vice versa. 

Please contact us at 800-406-4015 and we can look into this for you. 

Previous Article Does my check have a tracking number?
Next Article I can't cash my check.