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 Withdrawals dropdown box, select either Severance from Employment or Age 59 ½.
- Click on GET STARTED.
- Complete the appropriate fields for withdrawal amounts.
- 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 withdrawal form.
