Broker Check

To Request a Loan:

Using the links provided below print, complete, and sign the forms specific to your account. You will also need to provide a voided check for loan repayment. Once completed, please fax (661) 723-6398, email, mail, or drop off  the forms.


1) Maximum loan amount is the lessor of 50% of your account(s) or $50,000

2) Loan repayment period must be 5 years or less, unless it is used to purchase a primary residence 

3) Minimum loan amount is $1,000

4) Voided check is required to process the request

5) Requests are subject to administrator approval and can take approximately to 14 business days


Step One: Investment Provider Forms

Annuity Investors Life

Great American

Security Benefit (Annuities)

Security Benefit (Mutual Funds)

Voya (Reliastar)

Step 2: Employer Plan Administrator Forms

Note: If your employer is not listed below, skip to step 3.

Antelope Valley College: 403(b) Plan / 457 Plan

Antelope Valley Hospital

Lancaster SD

Palmdale SD / Eastside SD / Keppel SD

Southern Kern USD

Step 3: Return Completed Signed Forms with Voided Check

Fax: 661-723-6398


Mail: 1210 West Ave J, Ste 300, Lancaster, CA 93534

Need Assistance?

Thank you! Oops!