DIAL: (877) 410-9984

PLAN PROVIDER NUMBER: 2316

The Voice Response Unit is a very simple process allowing you to check your balance and request a distribution in "DOLLARS" from your phone through the use of pre-recorded prompts.

 

INSTRUCTIONS


1) Dial the 877 number listed above

2) Once connected you will hear a General Greeting

 "Thank you for calling the  Retirement Plan Information System"

3) Enter the Extension for the Plan Provider (2316) then press the "#" sign

4) Press 1 for English or 2 for Spanish

5) Enter your Social Security Number

6) Enter  your Personal Identification Number (PIN)

Your PIN defaults to the last 4 digits of your Social Security Number

7) A message will "Welcome you to "Your Company's Name" SUB Plan""



OPTION(s)

1) Press 1 for "Personal Account Information" 


2) Press 2 to "Change your Personal Identification Number (PIN)"


3) Press 3 for "General Information" 


4) Press 9 to "Return to the Previous Menu"

 

PERSONAL ACCOUNT INFORMATION

You will hear a short message about the balances

1) Press 1 for "Balance Information"

2) Press 2 for "Withdrawals"

3) Press 9 to "Return to the Previous Menu"

 

BALANCE INFORMATION

 

1) Press 1 for "Balance Information" - You will hear a message about your balance

 

INVESTMENT INFORMATION

 

WITHDRAWALS

 

1)     Press 1 to "Request an In Service Withdrawals" (Choose this one)

You will hear a short message about the maximum amount available for withdrawal

a.     Press 1 for "Maximum"

                     Please note that the maximum amount reported is representative of the balance in your account. The maximum distribution is based upon 40 hours maximum at the distribution rate established in your plan. If you choose this option, NeuBridg will consider your submission to be 40 hours at your company's established distribution rate.

 

b.     Press 2 for "Different Amount"

                     Use this choice if you don't want the maximum (40 hours x your company distribution rate) but would rather have a lesser amount. Remember, there is a 4 hour minimum distribution at your company's established distribution rate.

 

5) Press 9 to "End the Call"

 


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