Request a Transaction from Your Retirement Plan

Requesting a distribution is easy with Simplicity PlanScope360™

Request A Transaction

Click below to get started with your request.

Submit My Request →

Enroll or change your 403(b) Contribution

Click below learn more about your 403(b).

Learn More →

Plan Management Support

Each educator power move will be posted, in order, and available for all who participate in the Take10™ for Financial Fitness program.

How do I request a disbursement?

  • Complete the transaction paperwork required by your provider.

  • Upload your paperwork in the Simplicity PlanScope360™ participant portal.

  • Simplicity PlanScope360™ will issue a certificate of approval for authorized transactions.

  • Your provider will distribute your funds with our 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.

Frequently Asked Questions

How long does processing a distribution request take?

Allow 2-3 business days for Simplicity PlanScope360™ to process your request.

How will I know the transaction is approved?

Simplicity PlanScope360™ will email you a copy of the approval or a reason for denial.

When will my requested distribution be completed?

Simplicity 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.