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There are a few scenarios in which you can remove the funds from your employer sponsored retirement plan. Separation from Service Distributions after the age of 59 1/2 Hardship Distributions Birth or Adoption Required Minimum Distributio...
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You can find additional documentation and forms for your plan by navigating to the Tools & Support menu. Once you are logged into your Online Account , select Tools & Support. You will be able to view and download: Account Access Authori...
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Uploading additional documentation through your online account is the quickest and easiest way to provide supporting documentation for your claim. 1. Once you are logged into your online account you will see that you have receipt(s) neede...
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Submitting your claim online is the quickest and easiest way to be reimbursed from your plan. You will know immediately that Sentinel has received your claim and you can upload the required substantiation right in your portal. To ensure that ...
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Last Updated: 04/18/2022
in Retirement Accounts Loans To request a loan from your retirement account with Sentinel Benefits & Financial Group, click HERE or follow these simple steps: (please note: these steps will only be available if your plan allows loans) 1. To acc...
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Last Updated: 07/15/2022
in COBRA Online account help To access your account online go to the Login menu and select COBRA & Direct Billing. Enter Username and click Next. Enter password and click Sign In If you have not accessed your account online you will need to register as...
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Use our distribution calculators to estimate your distribution prior to submitting your request. How much will you receive? When taking a cash distribution, taxes and fees may effect the amount of your withdrawal, click Here &...
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If a submitted claim is denied you will receive a notification of denial by email directing you to view the details in your online account . 1. Go to Message Center Once you are logged into your online account select Message Center fr...
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Last Updated: 02/27/2023
in FSA/HRA/HSA Medical FSA A letter of medical necessity is required when an expense must be substantiated by a written statement from your physician indicating that the treatment expense is necessary for the alleviation or prevention of a physical or psychological illness. E...
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1. Visit sentinelgroup.com . Ensure you have "For Individuals" selected in the upper left corner. 2. Click the green "Login" button. From the login box dropdown menu, select “Retirement Accounts" and en...