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Step 1: Select from the following eStatement packages. *

Available packages Select
package
View sample 
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My statement

  • Your name and address
  • Your group program at a glance
    • Your assets at a glance

Performance

  • Your name and address
  • Your group program at a glance
    • Your assets at a glance
    • Your personal rates of return
  • Your Retirement checkup™
  • Information about your plan
    • Your asset breakdown by category
    • Your plan assets at a glance
    • Your plan assets by account
    • Details on your assets and investments
    • Your investment allocation mix
  • Your fund performance
  • Avenue portfolios™ performance
  • Your plan vesting information
  • Your personal information
  • Your beneficiary information

Retirement planning

  • Your name and address
  • Your Retirement checkup™

Detailed transactions

  • Your name and address
  • Your group program at a glance
    • Your assets at a glance
    • Your personal rates of return
  • Your Retirement checkup™
  • Information about your plan
    • Your asset breakdown by category
    • Your plan assets at a glance
    • Your plan assets by account
    • Details on your assets and investments
    • Your investment allocation mix
  • Your fund performance
  • Avenue portfolios™ performance
  • Your plan vesting information
  • Your personal information
  • Your beneficiary information

Executive summary

  • Your name and address
  • Your group program at a glance
    • Your assets at a glance
    • Your personal rates of return
Click on to view a sample statement package. You can delete any customized statements you have saved under Build your own eStatement by clicking on remove.


Step 2: Select your plan(s), period start and end date of your eStatement request.

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Are you sure you want to delete the custom package My statement?