PlanScope360 — navigate home
Start my request
For K-12 Educators, Administrators & Staff

Your transaction request.
Simplified.

Rollovers, loans, withdrawals, transfers—started in about five minutes. Paperless, secure, and guided every step of the way.

Start my request See how it works
About five minutes, start to finish Bank-level security Specialist-reviewed
How it works

Small steps, lifelong rewards.

A good financial habit is one you can actually finish. PlanScope360 turns a multi-page paper form into three clear moments—each built to be obvious, easy, and satisfying.

Step 1
One request, one page at a time.
See exactly what’s asked of you and what happens next—no guesswork, no mystery.
Step 2
Auto-saving, smart defaults.
Type just the basics. We do the formatting, the reminders, and the carry-over for you.
Step 3
Confirmation the moment you submit.
See your request logged, emailed, and routed to a PlanScope360 specialist in real time.
Why PlanScope360

From decision to done.

We built PlanScope360 with educators in mind: fewer forms, cleaner language, and a real specialist on the other side of every request. Your privacy is protected at every step—we only ask for what we truly need to serve you well.

  • Last 4 of SSN only — your full number is never stored.
  • Secure document upload for statements and signed forms.
  • Confirmation emailed to you the moment you submit.
  • Reviewed by a PlanScope360 participant specialist.
Start my request
A specialist-reviewed experience
“I sent in my rollover request on a Tuesday morning. By Wednesday, a PlanScope360 specialist had already walked me through the next step. The cleanest process I’ve seen in thirty years of teaching.”
DN
David Norman
National Board Certified Teacher, retired
Ready when you are

Let’s get your request moving.

In about five minutes, you can put your request in the hands of a PlanScope360 specialist—and get back to the rest of your day.

Start my request Or email us directly (888) 637-0018