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Deposits and Withdrawals
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Notice: ACH, direct check, and wire deposit methods cannot be used to fund Self-Directed Brokerage accounts. Funding a Self-directed Brokerage (SDB) account can only be done through your core 401(k) account.
 
ACH for Retirement and Non-Retirement Accounts  
Deposits Withdrawals2

Complete an ACH Authorization Agreement and mail or fax the form and a voided bank check or savings deposit slip to Hewitt Financial Services at:

Hewitt Financial Services
PO Box 563901
Charlotte, NC 28256-3901

Fax: 1.847.554.1444

Complete an ACH Authorization Agreement and mail or fax the form and a voided bank check or savings deposit slip to Hewitt Financial Services at:

Hewitt Financial Services
PO Box 563901
Charlotte, NC 28256-3901

Fax: 1.847.554.1444

Please note the following regarding Retirement accounts:

  1. ACH withdrawals from a retirement account must be accompanied by an IRA Distribution Form.
  2. Retirement account ACH Authorization withdrawals are for periodic distributions only and cannot be used for one-time lump sum distributions.
 

Non-Retirement Accounts

Acceptable Forms of Deposit:

  • Personal checks drawn on domestic banks. In order for this to be acceptable, your brokerage account registration must be identical to that of the maker of the check.
  • Checks drawn on joint checking accounts.
  • Bank checks over $10,000.
 
By Mail  
Deposits3 Withdrawals2

Please make all retirement checks payable to Pershing LLC

Send check via regular mail to:
Hewitt Financial Services
PO Box 563901
Charlotte, NC 28256-3901

Send check via overnight, certified or signature required mail:
Hewitt Financial Services
7201 Hewitt Associates Drive
Charlotte, NC 28262

Complete a Check Request Form and mail or fax it to:

Hewitt Financial Services
PO Box 563901
Charlotte, NC 28256-3901

Fax: 1.847.554.1444

By Wire  
Deposits3 Withdrawals2

To transfer funds to Hewitt Financial Services via wire for your retirement account provide the following instructions to the financial institution that will be transmitting the funds on your behalf.

Bank: Bank of New York
ABA Number: 021000018
Beneficiary: Pershing LLC
Beneficiary Account Number: 890-051238-5
Ultimate Beneficiary: Your Name
Ultimate Beneficiary Account Number: Your HFS account number

Send a Contribution Form to Hewitt Financial Services with information regarding the wire deposit.

To transfer funds from Hewitt Financial Services via wire, complete a Wire Transfer Request Form and mail or fax it to:

Hewitt Financial Services
PO Box 563901
Charlotte, NC 28256-3901

Fax: 1.847.554.1444

 

Retirement Accounts

Acceptable Forms of Deposit:

  • Personal checks drawn on domestic banks. In order for this to be acceptable, your brokerage account registration must be identical to that of the maker of the check.
  • Checks drawn on joint checking accounts.
  • Bank checks over $10,000.
 
By Mail  
Deposits3 Withdrawals2

Please make all retirement checks payable to Pershing LLC FBO (Your Name).

Include a Contribution Form and/or write your account number, contribution year and type of contribution on the face of the check.

Send check via regular mail to:
Hewitt Financial Services
PO Box 563901
Charlotte, NC 28256-3901

Send check via overnight, certified or signature required mail:
Hewitt Financial Services
7201 Hewitt Associates Drive
Charlotte, NC 28262

Complete an IRA Distribution Form and mail or fax it to:

Hewitt Financial Services
PO Box 563901
Charlotte, NC 28256-3901

Fax: 1.847.554.1444

By Wire  
Deposits Withdrawals2

To transfer funds to Hewitt Financial Services via wire for your retirement account provide the following instructions to the financial institution that will be transmitting the funds on your behalf.

Bank: Bank of New York
ABA Number: 021000018
Beneficiary: Pershing LLC
Beneficiary Account Number: 890-051238-5
Ultimate Beneficiary: Your Name
Ultimate Beneficiary Account Number: Your HFS account number

Send a Contribution Form to Hewitt Financial Services with information regarding the wire deposit.

To transfer funds from Hewitt Financial Services via wire complete an IRA Distribution Form and mail or fax it to:

Hewitt Financial Services
PO Box 563901
Charlotte, NC 28256-3901

Fax: 1.847.554.1444

 
Self-Directed Brokerage Accounts  
Transfer Funds from Core 401(k) Account Transfer Funds Back to Core 401(k) Account

To transfer money from your core 401K into your Self-Directed Brokerage Account you need to log into Your Benefits website.

  1. Log on to Your Benefits website
  2. Select the Core or Target Date investment option(s) you want to transfer from as well as the dollar amount you want to transfer.
  3. Funds transferred into the self-directed brokerage account will be invested in the money market fund and are available the next business day.
  4. Use the Hewitt Financial Services website, automated telephone system, or call a Hewitt Financial Services representative to invest your transferred money.

You may transfer any amount of money from your self-directed brokerage account back into the Core or Target Date investment options at any time. However, funds must be in the money market fund before they are eligible for transfer.

  1. First, sell the self-directed brokerage account investments.
  2. Once the trades settle, the proceeds will be invested in the money market fund in your self-directed brokerage account. This process will take three to five business days to complete depending on the settlement period of the investments liquidated.
  3. Once funds are in the money market fund you can transfer back into any of the Core or Target Date investment options by requesting a transfer through Your Benefits website
 
Stock Certificates
Deposit4,5,6

Follow the instructions below before mailing your stock certificates to Hewitt Financial Services:

  1. Print your nine digit Hewitt Financial Services account number in the upper right hand corner on the front and back of each stock certificate.
  2. Appoint Pershing LLC as attorney in the space provided on the back of the certificate.
  3. Date and sign the back of each certificate, exactly as the name(s) appear on the front of the certificate. All parties whose names are on the certificate must sign the back of the certificate.

Send certificate via regular mail to:
Hewitt Financial Services
PO Box 563901
Charlotte, NC 28256-3901

Send certificate via overnight, certified or signature required mail:
Hewitt Financial Services
7201 Hewitt Associates Drive
Charlotte, NC 28262

Transfer
  • To transfer securities from another financial institution to your Hewitt Financial Services account, please complete a Transfer Form.
  • To transfer securities assets between two Hewitt Financial Services accounts please contact an Investment Specialist for instructions.
 

Important Information

  1. Available funds do not include proceeds from the sale or redemption of securities prior to the settlement of these transactions.
  2. Hewitt Financial Services restricts the withdrawal of funds deposited by check for seven (7) business days after receipt of the check. However, this withdrawal restriction does not affect automatic investment into the money market fund, reduction of any debit balance or the ability to pay for or purchase additional securities.
  3. HFS cannot accept the following forms of deposit:
    • Checks with double endorsement (third party checks)
    • Cash, money orders, or travelers checks
    • Checks made payable to cash
    • Bank checks (non-personal) under $10,000
    • Checks drawn on foreign banks
    • Checks drawn in a currency other than US dollars
    • Checks drawn against lines of credit (i.e. Discover, Visa, AMEX, MasterCard credit advances or home equity loans)
  4. If you are depositing a certificate into a custodial account under your state's Uniform Gift (or Transfers) to Minors Act and the beneficial owner is a minor, the custodian must sign the certificate.
  5. If you are depositing a certificate into a trust account, all trustees may need to endorse the certificate. Hewitt Financial Services may require additional documentation.
  6. If the certificate is registered in a deceased person's name, a custodial name for the benefit of an individual over the age of 18 or if the certificate is not in the name of the accountholder, please contact a Hewitt Financial Services Investment Specialist for instructions.

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