Secure File Upload for Participant Loans & Distributions

ONLY Loan and Distribution documents should be uploaded on this page. Other items should be uploaded using the Client Portal under the Client Folders.
Click on the Login / Pay button above and select Client Portal Login.

HomeSecure Upload for Loans & Distributions

Loan & Distribution Requests

Secure File Upload for
Participant Loans & Distributions ONLY

All documents provided through this file drop are sent to the intended recipient using Citrix ShareFile.

Instructions
1. Select a Recipient from the list below.
2. Enter Your Information for Email, Name, etc.
3. Select "browse files" or drag and drop your document into the box.
4. Click Upload to send.