1. Go to Log in/Set Up Online to login.
2. Enter your username and password.
3. If you are setting up your account for the first time, you will need to create a username and password.

1. Go to Log in/Set Up Online to login to My Account.
2. Enter your username and password.
3. Once you’ve logged in, to view your plan’s balance, visit the Investments section of My Account, and click Plan Balance.

1. Go to Log in/Set Up Online to login to My Account.
2. Once you’ve logged in, click View Profile Info in the My Profile section of the page.
3. Once there, click the Edit/Update button in the Account Information section of the page.

You can find forms in the eDocuments section of your My Account dashboard.

If you made a withdrawal, distribution or rollover from your account during the fiscal year, we are required to provide a tax form (i.e., Form 1099 or W-2) to you before you finish filing your taxes. If you made such a transaction before your plan was moved to our new recordkeeping system, and you have consented to our eDocuments program, your tax form will be available in your account, on the left side of the menu. If such a transaction was made after your plan was moved to our new recordkeeping system, we will mail your tax form to the mailing address we have on file for you. Visit My Account to access additional forms. For additional tax forms, please visit the IRS website.

1. To add or update your beneficiary designation, you’ll need to log in to My Account.
2. Once logged in, visit View Beneficiaries in the My Profile section of the page.
3. Once directed to the View Beneficiaries page, you’ll find a button that will direct you to the form.
4. You will need to complete and submit Designation of Trust Beneficiary Form 6475 to complete the new beneficiary designation process (including if you’re designating a trustee as your beneficiary). Make sure to follow the directions in the form exactly.
   
   Once you complete this form, please mail to:
   
   Mutual of America
   

   PO Box 20011

   New York, NY 10011

To change your direct deposit information, you will need to complete the Electronic Funds Transfer (EFT) Agreement form.

Once you complete this form, please mail to:

Mutual of America
PO Box 20011
New York, NY 10011

1. To begin the loan, withdrawal or rollover process, log in to My Account.
2. Once there, visit the Loans, Withdrawals and Rollovers section and select Loans or Withdrawals and Rollovers. 
3. Follow the steps required on the respective pages.

You can check the status of your withdrawal either online by logging into My Account or by calling 800.468.3785.

These rules apply to 401(k) plans, 403(b) plans, 457(b) plans, Profit-sharing plans, SEP IRAs, SIMPLE IRAs, Traditional IRAs, and other defined contribution plans. To learn more about RMDs, read our helpful article.

You have several options with your retirement plan if you leave your job. If you have over $5,000 in your retirement plan, you can keep your Mutual of America plan open and continue to invest with us. You may also roll over your plan into your new company’s retirement plan (if they offer a plan), or you can roll your assets into an outside IRA or Roth IRA. To begin the rollover process, please contact a Mutual of America Rollover Specialist at 800.468.3785.

To report the death of a loved one and submit a Life Insurance claim, the executor of their estate must call 877.302.9104 to speak to a Life Claims representative. We can assure you that no changes will be made to your loved one’s account until you initiate the Life Claims process.