Online Distributions

Key Takeaway

Instructions for plan sponsors and TPAs processing online distributions.

Approving an Online Distribution Request

  1. 1

    Log into Employer Plan Access. If you need help logging in, call 800.433.1685 for assistance.

  2. 2

    Select the applicable plan by clicking on the PlanID

  3. 3

    From the summary page, click Pending Activity from the Manage My Participants menu on the left.

  4. 4

    Select the Waiting for Approval tab to see distributions pending approval.

  5. 5

    Click the (+) icon to see the details of a distribution request.

  6. 6

    Click the Approve or Decline buttons as appropriate.

Online Distribution Reports

  1. 1

    Log in to Employer Plan Access. If you need help logging in, call 800.433.1685 for assistance.

  2. 2

    Select the applicable plan by clicking on the PlanID

  3. 3

    From the summary page, click Check Disbursements on the left under Manage My Plan. Then select the Distribution Browse.

  4. 4

    Enter a participant Social Security number into the Partid field or leave it blank to look up distributions for all participants.

  5. 5

    Using the MM/DD/YYYY format, complete the Start Date and End Date.

  6. 6

    Use the Type dropdown menu to specify the distribution statuses to view. Examples: Termination Withdrawal, QDRO, etc.

  7. 7

    Click the GO button to see results. Details can be viewed online or exported by clicking the Save Disbursement Listing link on the right.

  8. 8

    For a detailed report showing distribution history, go to Request Reports under Manage My Files and select Participant Distribution Payout Information from the Reports drop-down menu.