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Get Empower Retirement Loan Application
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How to fill out the Empower Retirement Loan Application online
Completing the Empower Retirement Loan Application online can simplify the process of requesting a loan from your retirement account. This guide offers clear, step-by-step instructions to help you navigate the application with ease and confidence.
Follow the steps to successfully complete your application
- Click ‘Get Form’ button to access the Empower Retirement Loan Application form and open it in your preferred digital editor.
- In Section A, fill in your participant information. Include your last name, first name, middle initial, Social Security number, date of birth, marital status, email address, and daytime phone number. Ensure all details are accurate.
- In Section B, select your loan option. If you are refinancing an existing loan, complete the relevant fields. Otherwise, choose the type of loan (general purpose or principal residence) and specify the loan term if applicable.
- In Section C, enter the amount of loan you are requesting. Remember, the minimum loan amount is $2,500, and the maximum is subject to specific conditions laid out in the Loan Provisions.
- Section D requires you to select the method of payment through payroll deduction. Fill in any required information regarding payroll frequency and contact names.
- In Section E, ensure you sign the consent form. This confirms that you understand and agree to all conditions stipulated in the application and that all provided information is true. Remember, a handwritten signature is required.
- If applicable, provide an alternate mailing address for your loan check and have the necessary notarization completed.
- Finally, follow the mailing instructions provided at the end of the application. You may submit the form by fax, regular mail, or express delivery to Empower Retirement.
Complete your Empower Retirement Loan Application online today for a streamlined loan request experience.
To request a rollover from Empower, you need to fill out the appropriate forms, which can typically be found on their website. Once completed, you can submit your rollover request to Empower for processing. This smooth process allows you to manage your investment options effectively, reinforcing the benefits outlined in the Empower Retirement Loan Application.