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.
Log into planwithease: Need login help?
- Hover over Request Transactions and click on Loans and Withdrawals.
- In the Loans drop down box, select the type of loan you are requesting. The eligible amount 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).
- Click on GET STARTED.
- Click on the applicable provider’s name and enter the requested amount of the loan.
- Select Submit and then “I AGREE”.
- Place cursor on Documents and select Reports/Letters.
- Click on the arrow by Reports /Letters Group. Print the Approval Letter and send it to the provider along with the provider’s loan application.
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