Once you leave your company, you may be eligible to withdraw your account assets in a lump sum through either a check or ACH transfer.

To request a withdrawal, complete the distribution-form.pdf and send it to [email protected]

Processing typically takes about 1-2 weeks, though these timelines can vary and it can take up to 15 business days. Once your request is submitted, you will receive an email shortly after. Please expect approximately 2-3 business days for ACH and 7-10 business days for check delivery via USPS addressed from our custodian, Matrix Trust Company.

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