Contributions
Which contributions are deducted prior to taxes being taken?
Pretax
This word describes ownership of my account
If I am on a leave of absence, what do I need to continue to send in payments?
Loan Coupon
What can you mail me so I can review the descriptions of the various investments and their growth.
Fund Face Sheets
What withdrawal must participant take before being approved for a Hardship Withdrawal
Does Boeing give me Employer Match if I am not making contributions?
No
Is it required that I participate in the VIP?
No, you can choose to opt out
What is the max loan amount?
$50,000.00
or 50% of balance minus highest outstanding loan within the past 12 months
If I move my funds within 13 days, am I still subject to a redemption fee?
Does a Hardship Withdrawal require documentation
What is Yes
I am 32. I will not be eligible for this type of contribution.
Catch up
Investment election is changed for which money?
Future money
Can I send in a personal check with my loan coupon to make my payment?
No, personal checks are not accepted
If I want to move my entire account balance into another fund, which type of transaction would I need to process?
Fund Reallocation
Can I take a Hardship Withdrawal to pay off my credit cards?
What is No
Contributions that are taxed when I place into the plan(VIP)
Aftertax contributions
If I leave the company was I already entitled to all my account balance? Or will I have to forfeit some?
No, as you are vested from day 1
Is there a $50 application fee for both a General Purpose Loan and a Residential Loan or just one?
Fee is for both.
Can you give me Financial Advise as to which fund I should be in or who can I speak too?
I can not, but you can speak to Edelman Financial Engines Professional Management
If I have 2 loans outstanding, do I need to take another loan before taking a hardship withdrawal
What is No
I would like to contribute money where interest and gains are not taxable.
Roth Contributions
Is the Boeing Retirement Service Center open on Saturday and Sunday to assist me with transactions?
Nope!
I want to pay my loan off over the phone with my credit card, can you take this information over the phone?
No, reps can never take information over the phone.
If I do my fund transfer at 2:30 Eastern time, will it be processed today?
Yes, as all transactions are processed at Market Close 4PM Eastern
Where in AIS will I find the the Hardship Withdrawal package
What is Package Request