Help Center

Find answers and information about your distribution request

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Distribution Rules

Learn about distribution requirements, hardship criteria, and required documentation.

Tax Notices

Important tax information, rollover options, and withholding requirements.

Frequently Asked Questions

Browse common questions about distributions, loans, rollovers, and more.

Quick Links

Start a New Distribution RequestHardship Distribution CriteriaRollover OptionsTax Withholding FAQs

Still Need Help?

Our customer service team is here to assist you with any questions about your distribution request.

Phone (Toll-Free)

(800) 943-9179

Monday - Friday, 8:00 AM - 5:00 PM Central Time

Fax

(888) 989-9247

Address

900 S. Capital of TX Hwy, Ste. 350, Austin, TX 78746