Alight Financial Solutions - Customer Service (2024)

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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 Alight Financial Solutions at:

Alight Financial Solutions
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 Alight Financial Solutions at:

Alight Financial Solutions
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:
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

By Wire
Deposits3 Withdrawals2

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

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:
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

By Wire
Deposits Withdrawals2

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

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 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
Stock Certificates
Deposit4,5,6

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

Transfer
  • 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.

Important Information

  1. Available funds do not include proceeds from the sale or redemption of securities prior to the settlement of these transactions.
  2. Alight Financial Solutions 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. AFS cannot accept the following forms of deposit:
    • Checks with double endorsem*nt (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. Alight Financial Solutions 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 Alight Financial Solutions Investment Specialist for instructions.
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Securities are offered by Alight Financial Solutions LLC - Member FINRA, SIPC
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FAQs

How do I contact Alight customer service? ›

Contact us at 224-737-7000 Monday to Friday from 9 a.m. to 5 p.m. CST for assistance.

How do I withdraw my 401k from Alight? ›

Alight will most likely distribute your 401(k) funds directly to you by paper check, using the mailing address they have on file for your account. Once you get the check, it's then up to you to deposit that check with your new IRA provider.

Who is Alight financial Solutions? ›

Alight Financial Solutions LLC, member FINRA, SIPC, is a broker/dealer that primarily provides services to retirement plans. It is a subsidiary of Alight Solutions LLC, a global human resources outsourcing and consulting firm, founded in 1940 and headquartered in Lincolnshire, Illinois.

Is Alight Solutions a 401k provider? ›

Alight Solutions 401(k) Index is created from a subset of our clients, one of the largest outsourcing providers in the U.S., providing pension, 401(k), and health care.

How do I unlock my Alight account? ›

Account Recovery. Enter your email address to reset your password or unlock your account.

Can I call HireRight customer service? ›

Can I cancel my 401k and take the money? ›

The IRS allows those under the age of 59 ½ to withdraw from their 401(k) plans without the 10% additional penalty if they do so in the form of a series of substantially equal payments (SoSEPP) over their remaining life expectancy.

Can you cash out your 401k when you quit? ›

You can keep a 401(k) with your previous employer, roll it into an IRA, roll it into a new employer's plan, or cash it out. Claire Boyte-White is the lead writer for NapkinFinance.com, co-author of I Am Net Worthy, and an Investopedia contributor.

How do I cash out my 401k balance? ›

In all instances, when looking to take money out of a 401(k), you'll need to contact either your plan provider and administrator or your employer's human resources department. But the way in which you'll cash out your savings depends on your particular employer and the manner via which you elect to withdraw your funds.

Is Alight a good company? ›

Alight Solutions has an employee rating of 3.5 out of 5 stars, based on 3,251 company reviews on Glassdoor which indicates that most employees have a good working experience there.

What exactly do Alight Solutions do? ›

Alight Solutions is an Information technology and consulting company based in Chicago, Illinois. The company provides cloud-based digital business and human capital service solutions; particularly within the areas of wealth and health resources.

Who bought Alight? ›

Capital (“H.I.G.”), a leading global alternative investment firm with $60 billion of capital under management, is pleased to announce that one of its affiliates has signed a definitive agreement to acquire the Payroll and Professional Services Business (“Payroll & Professional Services” or the “Company”) of Alight, Inc ...

How do I contact Alight 401K? ›

1-800-350-1470 (TTY 711)

What is the alight solutions lawsuit? ›

The Complaint alleges Alight failed to pay call center agents for their time spent starting their computers and logging into required systems and applications. November 30, 2023: the case was filed in the United States District Court for the Northern District of Illinois, Eastern Division.

What funds does Alight use? ›

Alight Solutions 401(k) Index: 2023 Observations
Asset classes with most contributions in 2023Percentage of contributionsIndex dollar value ($mil)
Target date funds 249%$8,272
Large U.S. equity funds21%$3,476
International funds7%$1,198

How do I contact lumens? ›

Call Lumens.com Customer Service at (877) 445-4486.

What is the phone number for Alight employment verification? ›

If you have questions about the verification process or any documents requested, call HireRight customer service at (866) 521-6995, 24 hours a day between 4 p.m. Sunday and 8 p.m. Friday, Central time.

Where is the new Alight headquarters? ›

“The benefits administration company signed a lease for the penthouse floor in BMO Tower at 320 S. Canal St., which will serve as Alight's new global headquarters, including office space for the organization's leadership.

What is the phone number for Alight retiree health solutions? ›

To confirm or reschedule your appointment, visit Alight Retiree Health Solutions or call 800-928-8027 (TTY use 711) Monday to Friday, 8 a.m. to 8 p.m. Central Time.

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