choose joy, holly.
yesterday, i emailed someone who is helping one of our 401k participants roll their money to a different account. this was my email:
[apparently incompetent person],
Please have [the participant] complete the distribution form and send it back to me. Attaching a scan to an email is fine, or it can be faxed [our fax number] or mailed to the address listed below.
Please let me know if you have any questions.
Client Relationship Assistant
[lots of contact information, including our address]
and their response, which was the first thing i saw this morning at work:
Thank you Holly. Where does [the participant] send the forms after completed and signed?