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.
Loan & Distribution Requests
Participant Loan & Distribution Requests
This secure file upload is intended for participant loan and distribution documentation only.
Submission of documentation pertaining to anything other than Participant Loans and Distributions will be discarded.
Secure File Upload for
Participant Loans & Distributions ONLY
All documents provided through this file drop are sent to the intended recipient using Citrix ShareFile.
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.
PDF formatted files are the only accepted formats. Any other format such as JPEG or picture viewer will not be accepted or saved. Pictures of documents will also not be accepted or saved, and an email will be sent to you requesting you upload your documents in the correct format.