Loans and Distributions | Qualified Retirement Plans

Loans and Distributions

We want to make it easy for you to request money from your retirement plan when and 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 Distributions Department at 800.952.8800 or by e-mail at

Online Request for Loans and Distributions

Used to request loans and distributions.


Hardship Withdrawal - Notice and Election Form

Used to request a participant hardship withdrawal.