| Training and Procedures | Plan Changes and Maintenance | Payment and Access Forms | Account Corrections |
Correct Participant Social Security Number - Request correction to a participant Social Security Number.
Correct Vesting Percentage for Participant that has taken a full withdrawal - Request a correction to the vesting percentage applied to a distribution.
Duplicate or Incorrect Contribution Correction - Request a correction to a contribution error or remove duplicate contribution.
Account Correction- Request a plan or participant level correction that is not addressed with another correction form.
Calculate Lost Earnings - Request a calculation of lost earnings.
Correct Remittance Money Type - Request correction to contributions remitted to the incorrect money type.
Distribution of Unclaimed Property - Request distribution of unclaimed property.Participant Loan Conversion Correction - Request correction of converted loan(s).
Reconcile Participant Loan Records- Request correction of a participant’s outstanding loan amount.
Reinstate Participants Account after Previous Distribution - Request an account be reinstated after a participant.