I have a retirement plan. What are my options for taking a withdrawal?

Individuals

You may model or request a withdrawal by selecting the Model a Withdrawal option on the Loans & Withdrawals tab.

  1. Sign into your account

    Sign In
     
  2. Select mutual funds option on dashboard

    Dashboard
     
  3. Select the Loans & Withdrawals tab

    Loans & Withdrawals

The dollar amounts and withdrawal reasons listed on this page are subject to change based on your specific retirement plan provisions. Please contact your financial representative or our Service Center at 800.747.3942 to discuss your withdrawal options further.