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.

Log into planwithease:           Need login help?

1. Hover over Request Transactions and click on Loans and Withdrawals.
2. 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).
3. Click on GET STARTED.
4. Click on the applicable provider’s name and enter the requested amount of the loan.
5. Select Submit and then “I AGREE”.
6. Place cursor on Documents and select Reports/Letters.
7. 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.