Request a Transaction from
Your Retirement Plan
Requesting a distribution is easy with PlanScope360.
How do I request a disbursement?
- Complete the transaction paperwork required by your provider
- Upload your paperwork in the PlanScope360 participant portal
- PlanScope360 will issue a certificate of approval for authorized transactions
FAQ
- How long does processing a distribution request take?
- Allow 2-3 business days for PlanScope360 to process your request
- How will I know the transaction is approved?
- PlanScope360 will email you a copy of the approval or a reason for denial.
When will my requested distribution be completed?
PlanScope360 is a Third Party Administrator (TPA) and does not hold your retirement plan funds. Contact your plan provider to determine processing time for receipt or transfer of funds after TPA approval.
Need help?
Our participant transaction team is available during normal business hours Monday - Friday 9am-5pm EST at 877-395-0456. You can also reach us via email at info@planscope360.com or fax 888-614-3672.
About
This information is brought to you through a partnership between your employer and PlanScope360. PlanScope360 is a plan governance platform of Verity Asset Management [Registered Investment Adviser]. Verity Asset Management and any other named entity are not affiliated.
Please Note: The information being provided is for your convenience. When you click on a link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or your use of third-party technologies, websites, information, or programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites to which you are linking.
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