Retirement Process Manager

WELCOME TO ARISTA CONSULTING GROUP ONLINE TRANSACTION SYSTEM.

The system is designed to give plan participants, financial advisors, and investment providers the ability to initiate the request online.

Participant First Name*

Participant Last Name*

SSN*

Date of Birth*

Who is making this request?*

Advisor

Participant

Other

Name*

Phone Number*

Extn

Email*

Participant Employer*

Hire Date

Has participant terminated employment with this employer?

Yes

Participant Address 1

Participant Address 2

Participant Country

Participant State

Participant City

Participant Zip Code

Participant Phone Number*

Extn

Participant Email*

Participant Alternate Email

What would you like to do? *

To complete your submission, check the box below and hit the submit button.

By checking this box you are: Submit

Certifying that all the information provided in conjunction with this distribution request is true and accurate to the best of my knowledge and I understand that misrepresentations or incorrect information my delay or cause the request to be declined.

There may be tax implications associated with the requested distribution; please see your financial advisor, tax advisor or investment provider for further details. Arista Consulting Group understands that your personal information and privacy are important, and we make every effort to ensure that the information you submit for a distribution is recorded accurately, retained securely, and used only for the purpose intended. Please note that relevant information about your distribution may be shared with, and between, employers, 403(b)/457(b) investment providers and Arista Consulting Group.

Compliance

WELCOME TO ARISTA CONSULTING GROUP ONLINE TRANSACTION SYSTEM.

The system is designed to give plan participants, financial advisors, and investment providers the ability to initiate the request online.

To complete your submission, check the box below and hit the submit button.