May 17, 2019
New RecordkeeperDirect account security measures
For added protection from theft attempts, RecordkeeperDirect® forms, systems and processes have been updated.
If a participant’s address is changed or a payment is requested by ACH, distributions are delayed or prevented for 10 days unless the participant signature section includes a signature guarantee.
You can access updated forms by logging in to the RecordkeeperDirect TPA website.
If you have any questions, please call us at (800) 421-6019.