Identify the account
Find the legal account title, current provider, and whether the account is tied to a current or former employer.
I need money. What may I be able to access?
Review possible access paths
Check whether the account offers a cash distribution, loan, rollover, installment payment, sale, or another transaction.
Prepare the request
Review the provider’s payment instructions, the gross amount, withholding, and the tax records the transaction will create.
Request a Distribution Review
Bring the account details and the transaction you want to discuss. We can review the available distribution options, provider paperwork, and related tax questions before a request is submitted.
Start a Distribution Review