Note: Auto-enrolled contribution withdrawals are also referred to as "QACA withdrawals," "EACA withdrawals," or "Auto-enrolled refunds."
1. To request an auto-enrolled contribution withdrawal, log in to your saver portal.
2. On your "Retirement Overview" page, click Withdrawals & Rollovers and select Withdraw from Balance.
3. Then, from the “Reason for this withdrawal” drop-down menu, select I want to withdraw funds that were automatically contributed.
4. To complete your withdrawal request, you will be directed to provide the following information:
- Select a distribution method
- Select a delivery method
- Review contact information
- Agree to the terms and conditions
5. Once your selections have been made, click Submit Withdrawal Request. A pop-up will appear. If you would like to proceed with your request, select Yes.
6. Review your withdrawal request information and then select Confirm Request.
7. Our Operations team will then process the auto-enrolled contribution withdrawal request. Once your account is liquidated, the funds will be sent via the selected delivery method to the address on file.
Note: An auto-enrolled contribution withdrawal request will only be available if submitted within 90 days of your first auto-enrolled contribution. Additionally, this request is only available for plans that auto-enroll their employees and allow permissible withdrawals. Not all plans permit their auto-enrolled employees to withdraw their auto-enrolled contributions.