Frequently Asked Questions

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  • Do I have to leave my employer to initiate a rollover?

Personal Online Banking

Generally, yes, but there are some exceptions, such as turning age 59.5 and becoming disabled. You should talk to our Wealth Management team first. We can help you navigate your plan information to determine your eligibility for a rollover.

Personal Mobile Banking

Generally, yes, but there are some exceptions, such as turning age 59.5 and becoming disabled. You should talk to our Wealth Management team first. We can help you navigate your plan information to determine your eligibility for a rollover.

Card Manager

Generally, yes, but there are some exceptions, such as turning age 59.5 and becoming disabled. You should talk to our Wealth Management team first. We can help you navigate your plan information to determine your eligibility for a rollover.

Zelle

Generally, yes, but there are some exceptions, such as turning age 59.5 and becoming disabled. You should talk to our Wealth Management team first. We can help you navigate your plan information to determine your eligibility for a rollover.

Personal Finance Manager

Generally, yes, but there are some exceptions, such as turning age 59.5 and becoming disabled. You should talk to our Wealth Management team first. We can help you navigate your plan information to determine your eligibility for a rollover.


Business Online Banking

Generally, yes, but there are some exceptions, such as turning age 59.5 and becoming disabled. You should talk to our Wealth Management team first. We can help you navigate your plan information to determine your eligibility for a rollover.


Business Mobile Banking

Generally, yes, but there are some exceptions, such as turning age 59.5 and becoming disabled. You should talk to our Wealth Management team first. We can help you navigate your plan information to determine your eligibility for a rollover.


Business Leasing

Generally, yes, but there are some exceptions, such as turning age 59.5 and becoming disabled. You should talk to our Wealth Management team first. We can help you navigate your plan information to determine your eligibility for a rollover.


Business Online Bill Pay

Generally, yes, but there are some exceptions, such as turning age 59.5 and becoming disabled. You should talk to our Wealth Management team first. We can help you navigate your plan information to determine your eligibility for a rollover.


Account Alerts

Generally, yes, but there are some exceptions, such as turning age 59.5 and becoming disabled. You should talk to our Wealth Management team first. We can help you navigate your plan information to determine your eligibility for a rollover.


eDocuments

Generally, yes, but there are some exceptions, such as turning age 59.5 and becoming disabled. You should talk to our Wealth Management team first. We can help you navigate your plan information to determine your eligibility for a rollover.


uChoose Rewards

Generally, yes, but there are some exceptions, such as turning age 59.5 and becoming disabled. You should talk to our Wealth Management team first. We can help you navigate your plan information to determine your eligibility for a rollover.