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The Right Direction for Your Future

The Right Direction for Your Future. APA ChoicePoint. How do I login to see my 401(k) Benefits?. First go to www.apabenefits.com 2. On the left hand side select Login> ChoicePoint Logins> APA ChoicePoint Retirement. Login Continued.

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The Right Direction for Your Future

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  1. The Right Direction for Your Future APA ChoicePoint

  2. How do I login to see my 401(k) Benefits? • First go to www.apabenefits.com • 2. On the left hand side select Login> ChoicePoint Logins> APA ChoicePoint Retirement

  3. Login Continued • The first time you log into your account. Your userid is your ssn# and your password is the last four of your ssn#, click on participant and it’ll prompt you to change them both. • Once you have received a confirmation that your userid and password have been changed you’ll see a summary option on the top menu bar.

  4. Participant Summary Page This is the summary page of your account. From this screen you can select from the top menu bar: 1. Transactions 2. Tools 3. Investments We’ll review over the next slides what these options allow you to do.

  5. Transactions • Transactions will allow you to: • Change your Investment Elections (this will change how future or new money is invested in the plan). • Transfer Funds this will allow you to change what your current account balance is invested in. • New Loan request, this is where you’ll select the amount of any new potential loan.

  6. Tools • Tools will allow you to view My Documents or Reports: • My Documents gives you access to download all forms necessary for the 401(k) plan. This includes, termination forms, permitted in-service distributions (over age 59 ½), rollover forms, information change forms and special tax notice(s). • Reports gives you access to view prior quarterly statements or to run a current statement on your account.

  7. Investments • Investments will allow you to: • See your current Account Balance by fund, with price and shares. • See your Rate of Return for the effective month or date range (note- rate of return isn’t available until after one month of assets being in the account). • Investment Rate of Return shows you the stated rates for given periods.

  8. Visit our Website for:www.apabenefits.com • View your current account balance • Change your investments • Download forms • APA Benefits, Inc. Contact Information

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