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RETIREMENT PLAN INVESTOR
Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:
Based on your feedback, we’ve added a new option for submitting documents. Instead of faxing or mailing forms to us, you can now upload them to our website.
The new tool is:
To submit documents online, you must be registered on our website. If you’ve never logged in to access your account online before, you can register now.
To register, you’ll need your account number (found on any quarterly statement) and the last four digits of the primary account holder’s Social Security number.
You can submit your forms by visiting the Contact Us page and clicking Send Documents.