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Loan Modeling – still employed?

Indicate if you are still working for the employer.

Employment status may determine whether you are eligible to take a loan.  Some groups may not allow loans if you are no longer employed. 

The maximum loan amount calculated is based on an assumption that you are 100% vested in the employer’s funds. This information will need to be verified with your employer. 

Indicate your marital status.

ERISA covered and certain other employer plans require you to state your marital status and the spouse (if applicable) to consent to the distribution.