Contact

Did you receive a benefit election notice or welcome letter from PenChecks?

There are two ways you can request a distribution of your funds:

Online

  1. For fastest service, go to the following secure site: mybenefitelection.com
  2. To get started enter your SSN, then enter your first and last name and your date of birth.
  3. Complete your benefit election preferences and submit the required information through the secure online portal.

Paper Forms

(Note: Paper forms require longer time to process)

  1. Please call toll-free (844) 446-9472 to request a copy of your forms by mail or email. To verify your identity, you will be asked to provide your first and last name, the last 4 digits of your SSN and your date of birth.
  2. Once you receive your forms by mail or email; enter your first and last name, full SSN, and date of birth; complete your benefit election preferences; and hand-sign the form (electronic signatures are not accepted).

Completed forms may be submitted via secure/encrypted email to myira@penchecks.com, or by fax or mail.

Do you have questions about a payment or IRA account?

Our customer services representatives are here to help:

  • Call us during business hours at 800.541.3938 and we’ll answer with a real person, not an automated voice system.
  • Leave a voice message after hours and we’ll return your call the following business day.
  • Or, contact us online by completing the info below and someone will respond to you in a timely manner.

Contact Us

Contact Page Form

"*" indicates required fields

This field is for validation purposes and should be left unchanged.

Processing Center
PenChecks Trust®
*Return Address for All Forms & Requests

8580 La Mesa Boulevard, Suite 101
La Mesa, CA 91942

800.541.3938 / toll free
619.462.9433 / local