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Loan Request

Instructions (Toll-free TPA phone assistance 855-464-6928)

Check your employer's plan details to determine if this option is available in your plan.


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  1. Select Request Transactions.
  2. A menu will appear below the tabs. Select Loans in the new menu (this option will only be listed if your employer allows loans).
  3. In the drop down box, select the type of loan you are requesting. The amount eligible is based on IRS requirements, which is the
    lesser of $50,000 or 50% of your account balance (minus any existing loan balance over the previous 12 months).
  4. Next to the investment provider under Amount Requested, enter the amount of the loan.
  5. Select Submit.
  6. Place the cursor on Documents and select Reports/Letters. Print the certificate in the Reports tab and send it, along with the provider's loan application, to the provider.