SAM
Under which tab would a SH find service forms?
HELP
What is the minimum for a 403b loan?
$1000
What is the name of POl-08?
Beneficiary Change Form
What is another name for Operational Desktop?
Image
What are the PSS Call Center hours?
What section can a SH maintain their Address?
Account Profile/Account Record
Who should a SH contact to make a redemption on a 403b account?
Employer/ Third Party Administrator
What form reports the contributions for a tax year into a Traditional IRA?
5498
What is another name for MRN?
Source Key
What town is Primerica Headquarters located?
Duluth
What tab can a SH maintain their PAC?
Trade/ Automatic Buys
What is the contribution limit for a Roth IRA for SH over 50?
$7000
What is the name of the redemption form for a non retirement account?
pol-20
Where can you find a Life event request form in image?
PSS Call Center Folder
When was BNY MELLON founded?
July 07 2007
Where would a SH access fund prices on SAM?
What is it called when you move money from a Traditional IRA to a Roth IRA?
Roth Conversion
Minor IRA Minor Has Reached State Contract Age Redemption / Transfer Form
What is the name of the tab where you can leave notes on an Eform?
Annotation
What is the overnight mailing address for PSS?
4400 computer drive, Westborough, MA 01581
Where would you find information on check handling process in SAM?
Important Disclosures
What is the penalty for excess contributions if they are not removed?
6%
What is the name of the polPR90 form?
Self Trustee Retail Retirement Redemption Request Form
What Que would you use for a statement Eform?
CORRO/Statements/Exception
How old is Mike?
65