upload a secure document

You can upload a secure file when you login to your participant account.

You may also use the link below if you need to transmit secure documents. You should receive a confirmation once you successfully upload your form.

Please note:  If you are uploading a Request for Distribution Form, please make sure you have fully completed the form, signed the acknowledgement, and included a clear copy of your driver’s license or alternate government issued identification.

Distribution Procedures FAQ:

If your request for distribution form is received in good order your PCA Customer Service Team will begin processing your distribution request. This process could take as long as 4-6 weeks to complete before you receive your lump sum payment or rollover to your new retirement account.

Your distribution may be completed in a quicker time frame however certain factors will limit processing time such as your termination date with your employer, your final paycheck, pending retirement plan contributions, accurate completion of your distribution paperwork including a copy of a valid identification document, any specific distribution rules unique to your employer’s retirement plan, and the type of investments that you hold in your retirement plan. You may be able to track the status of your transaction online by logging into your participant account.

If you did not complete the form correctly or if you did not include a valid driver’s license / issued government identification document, your PCA Customer Service Team will need to speak to you before your request can be processed. All documents must be submitted in a secure manner in order to process your transactions.

Please call us at 1-800-848-5848 from 8am-6pm, EST M-F for additional questions.  We make every attempt to respond to requests in 24-48 hours.