Individuals
You may model or request a withdrawal by selecting the Model a Withdrawal option on the Loans & Withdrawals tab.
- Sign in to your account
- Select mutual funds option on dashboard
- Select the Loans & Withdrawals tab
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.