Retirement Plans
Loans and Distributions
We want to make it easy for you to request money from your retirement plan when/if you or your employees need it. The following forms should be used to request funds. If you have questions regarding which type of distribution you or your employees are eligible for, or if you do not see the form you think you need on this page, please feel free to contact our Participant Services Group (PSG) at 800.952.8800 or by e-mail at psg@polycomp.net.
For more employee resources, you can also visit Employee Resources.
FORMS
Online Request for Loans and Distributions
Used to request loans and distributions.
Hardship Withdrawal - Notice and Election Form
Used for withdrawing participant hardship distributions.