Authentication
Participant has a phone number on file ending in 1234. They recognize the phone number, but say it is an old phone number. What is the procedure from here?
Are RMDs rollover eligible?
What is No?
What do participants receive when their loan defaults?
What is a 1099r form from us in January of the following year?
What is the difference between employee deferrals and employer deferrals.
What is employee deferrals are contributions from the participant, whereas employer deferrals are company match contributions?
What was Kyle's job before Fidelity?
What is he was a farmer?
Name three verifiers for separated beneficiary.
What are:
1. Date of Death
2. Deceased SSN
3. Deceased DOB
4. Date of Marriage & Annuity Amount
How many checks will this participant receive after they process their rollover?
$45,000 pre-tax
$5,000 roth non-taxable
$350 roth taxable
$2,000 after-tax
What is 3 checks?
Do loans default when a terminated participant rolls the full account balance over?
What is yes, but the taxes are not withheld in the rollover?
(They are owed next tax season)
What needs to happen so roth earnings are non-taxable?
What is you need to be 59 1/2 AND have been contributing to roth for at least 5 years.
What are Olivia's initials?
What is OMT?
What XTRAC do we need on file to verify a POA?
What is Legal 3PTYAU?
If PlanPro does not specify gross up percentage, what can we assume it is?
What is 30%?
How long do participants usually have when the go on a Leave of Absence (LOA) before they need to continue loan payments?
What is 12 months?
What is the COLA limit for catch-up contributions?
What is $7,500?
What is Kyle's fiancé's name?
Who is Kes?
Can you reset a password with this block:
Per FIU - deceased
What is no a DEATH REVERS work item needs to be created?
What is the settlement period for RTT?
What is T+1?
What does it mean when a loan is delinquent due to elapsed time?
What is no payment between 30 and 45 days?
When don't we have to offer to go over future investment elections?
What is when adjusting their contributions down to 0%?
Where is TL Juan from?
Where is Colombia?
How do we stop and replace a check on a QDRO account (SSN with Q)?
What is warm over to a TL so they can create a WITHD CHECK work item?
What tax form do international participants need on file so they don't need to pay 30% for federal taxes?
What is W8-BEN?
How long are checks held if there is no LOI included with the check?
What is up to 5 business days?
What do spillover elections allow the participant to do?
What is keep contributing but in the form of after-tax money, or stop their contributions automatically?
What is Steph's middle name?
What is Nicole?