Settlements/Distributions
Regular Withdrawal
Loan
Security
Minimum Distribution
100

This distribution can only be taken one per calendar month.

what is partial distribution.

100

It is exactly 183 days from my 59th birthday that i am able to take this type of withdrawal

what is age withdrawal

100

How many outstanding loans can i have

what is one

100

ppt calls in and doesnt know PIN and has no other way to secure the call what should be offered next?

What is a PIN reset 

100

what age am i forced out the plan 

What is 70.5 

200

This script must be read if there are stocks in the plan 

what is non shares processing team script

200

in prior years USB plan provisions allowed 2 outstanding loans. when did this change?

What is 2018.

200

PPT is needing a PIN reset and would like this via e-mail what should be counseled next

What is PIN resets are USM only

200

when does this fore-cout occur

What is the year  following age 70.5 or termination whichever is earlier.

300

If my vested balance is above $1,000.01 but below $5,000 where will my balance be rolled over to?

What is Millenium Trust 

300

There are loan fees when taking out a loan. What is the loan fee?

What is $90.00

300

POA calls in on behalf of account holder. What should you change caller type to and where should you go to confirm the POA info?

What is POA as caller type. TBA comments and Documents.

300

when is the RMD force-out deadline

What is Mid March

400

what withholdings can be applied to RMD payments

what is any amount. 

500

What determines the loan amount available

What is 50,000 minus any outstanding loans in the last 12 mos

or 50% of vested balance minus any outstanding loans in the past 12 mos.

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