Steps for making a withdrawal:
Login to your Crecer Account
Go to 'Manage Transfers' in your account dashboard
Click the "New Withdrawal" button
Select the distribution reason. Retirement accounts (IRAs) have special tax rules and all distributions must be reported to the IRS so make sure you select the distribution reason that best matches your situation. If you need help selecting click the "How do I choose?" link shown below.
Note: If you setup your Crecer retirement account through your employer and have only contributed from your paycheck, you will need to connect your personal bank account to receive the withdrawal funds. See step #1 in the Account Deposits article for instructions on how to connect your bank account.
Certain distribution reasons require you to pay taxes on your withdrawal. When one of these reasons is selected we will automatically withhold taxes from the withdrawal and report this in on your yearly account statement. You have the option to change the percentage of the tax withholding by clicking "Adjust these values". Important: Make sure to consult with a tax professional to calculate the taxes that you may owe as a result of your withdrawal.
