Alight Financial Solutions - Customer Service (2024)

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.

Please make all retirement checks payable to Pershing LLC

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

Send check via overnight, certified or signature required mail:
Alight Financial Solutions
4828 Parkway Plaza Blvd
Suite 100
Charlotte, NC 28217

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

Alight Financial Solutions
PO Box 563901
Charlotte, NC 28256-3901

Fax: 1.847.554.1444

To transfer funds to Alight Financial Solutions 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 AFS account number

Send a Contribution Form to Alight Financial Solutions with information regarding the wire deposit.

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

Alight Financial Solutions
PO Box 563901
Charlotte, NC 28256-3901

Fax: 1.847.554.1444

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.

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:
Alight Financial Solutions
PO Box 563901
Charlotte, NC 28256-3901

Send check via overnight, certified or signature required mail:
Alight Financial Solutions
4828 Parkway Plaza Blvd
Suite 100
Charlotte, NC 28217

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

Alight Financial Solutions
PO Box 563901
Charlotte, NC 28256-3901

Fax: 1.847.554.1444

To transfer funds to HAlight Financial Solutionss 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 AFS account number

Send a Contribution Form to Alight Financial Solutions with information regarding the wire deposit.

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

Alight Financial Solutions
PO Box 563901
Charlotte, NC 28256-3901

Fax: 1.847.554.1444

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 Alight Financial Solutions website, automated telephone system, or call a Alight Financial Solutions 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

Follow the instructions below before mailing your stock certificates to Alight Financial Solutions:

1. Print your nine digit Alight Financial Solutions 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:
Alight Financial Solutions
PO Box 563901
Charlotte, NC 28256-3901

Send certificate via overnight, certified or signature required mail:
Alight Financial Solutions
4828 Parkway Plaza Blvd
Suite 100
Charlotte, NC 28217

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