Distribution Forms

To request a distribution, in-service withdrawal, or direct rollover from your saveday retirement plan:

1. Log into your saveday account and click Services -> Distributions
2. Click the Begin Distributions Application button.
3. Follow the onscreen instructions.
   *** NOTE: If you do not see "Termination" as an option for why you are requesting a distribution, your plan administrator needs to update your employment status in the Saveday Admin Dashboard first.

 

To notify saveday of an incoming rollover from a previous retirement plan administrator:

1. Log into your saveday account and click Services -> Incoming Rollover
2. Follow the onscreen instructions.
   *** NOTE: You will still need to contact your previous administrator to initiate this request. 

To request a loan from your saveday retirement plan:

1. Log into your saveday account and click Services -> Loans
2. Click the Begin Loan Application button.
3. Follow the onscreen instructions.