Alert Triangle
End of year processing deadlines

Please note the following cut-off dates to request distributions taxable in the 2021 tax year. Paper forms, and withdrawals initiated through, must be received in good order no later than 1 p.m. PT on December 21, 2021, and distribution requests initiated through the Savings Plus Solutions Center must be received no later than 1 p.m. PT on December 27, 2021. All distributions initiated after these dates may be considered taxable for the 2022 tax year. Please contact the Savings Plus Solutions Center at (855) 616-4776 for additional information.

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