The normal distribution processing time is 7 business days. Inaccurate or incomplete information will delay processing time. After the processing time, your check will be sent via U.S mail.

You will receive your 1099-R prior to February 1st in the year following the distribution. The 1099-R is mailed to the plan Trustee/Sponsor to be forwarded to the participant.

Prior to February 1st the year following the distribution. The package will contain the participant 1099-R forms, Form 945 (only if a lump sum was issued) and Form 1096 for the company. The 1096 & Form 945 should be mailed per the instruction sheet. The 1099-R should be mailed to the participant’s home.

All checks mailed to Trustee unless other instructions are on file signed for by the Trustee