Distributions
| Request Date: | to |
| Last Name: | First Name: | SSN: | |||||
| Plan Name: | Plan Number: | Location: | |||||
| Request Type: | Status: | Status Type: | |||||
View All | << 1-10 of 56 >>
10 Results Found
|
Request Date |
Participant Name | Plan Name | Plan Number |
Request Type |
Amount | Status | Status Type | Last Updated |
|---|---|---|---|---|---|---|---|---|
| 02/01/YYYY | ADAMS, JOHN xxx-xx-1234 |
ABC RETIREMENT SAVINGS PLAN 1 | 565011 | Withdrawal- Partial Term |
$1,400.00 | Open | SPONSOR APPROVAL |
01/15/YYYY |
| 02/01/YYYY | DOE, JOHN xxx-xx-1234 |
ABC RETIREMENT SAVINGS PLAN 1 | AB1234 | Loan | $5,000.00 | Open | SPONSOR APPROVAL |
01/15/YYYY |
| 02/01/YYYY | THOMAS, TERRY xxx-xx-1234 |
ABC RETIREMENT SAVINGS PLAN 2 | 832123 | Withdrawal- Term |
$7,500.00 | Pending | TPA REVIEW |
01/15/YYYY |
| 02/01/YYYY | JONES, BARBARA xxx-xx-1234 |
ABC RETIREMENT SAVINGS PLAN 1 | 854328 | Withdrawal- Partial Term |
$7,000.00 | Open | SPONSOR APPROVAL |
01/15/YYYY |
| 02/01/YYYY | SMITH, JOHN xxx-xx-6789 |
ABC RETIREMENT SAVINGS PLAN 1 | 565011 | Withdrawal – In Service |
$5,200.00 | Open | SPONSOR APPROVAL |
01/15/YYYY |
| 02/01/YYYY | LANCE, BILL xxx-xx-1234 |
ABC RETIREMENT SAVINGS PLAN 2 | 865679 | Loan | $12,000.00 | Open | SPONSOR APPROVAL |
01/15/YYYY |
| 02/01/YYYY | DOE, JOHN xxx-xx-1234 |
ABC RETIREMENT SAVINGS PLAN 2 | 809876 | Withdrawal- Partial Term |
$4,500.00 | Closed | SPONSOR APPROVAL |
01/15/YYYY |
| 02/01/YYYY | DOE, JERRY xxx-xx-1234 |
ABC RETIREMENT SAVINGS PLAN 1 | 845678 | Withdrawal- Partial Term |
$37,016.32 | Closed | SPONSOR APPROVAL |
01/15/YYYY |
| 02/01/YYYY | DARCY, FRANK xxx-xx-1234 |
ABC RETIREMENT SAVINGS PLAN 1 | AB1234 | Loan | $45,000.00 | Approved | SPONSOR APPROVAL |
01/15/YYYY |
| 02/01/YYYY | DOE, JOHN xxx-xx-1234 |
ABC RETIREMENT SAVINGS PLAN 1 | 876543 | Loan | $2,200.00 | Open | SPONSOR APPROVAL |
01/15/YYYY |
View All | << 1-10 of 56 >>
10 Results Found