Call Scenario 1

PSC Agent- Thank you for calling Retirement Solutions Center this is ___________, May I have your first
and last name please?

Participant- My name is Brenda Smith.

PSC Agent- Thank you, and can you also verify your date of birth?
Participant- My birthday is August 23, 1989.
PSC Agent- Thank you! To ensure your assets are protected I will also need your Social Security Number
to fully pull up your account.
Participant- Do you need the whole thing or just the last four?
PSC Agent- I need the whole thing please.
Participant- Ok, my social is 145-16-5522.
PSC Agent- Thank you, and just one last piece of information, can you please confirm the month and
year of your hire date?
Participant- My hire date is February 13,2015.
PSC Agent- Thank you for providing all of that information. What can I help you with?
Participant- I would like to know how to set up my online account.
PSC Agent- I can certainly help you with that. You will need to go to the website which is
www.benefitsforyou.com. Once there you will click on the registration button. And then you will just go
through the process and answer the questions.
Participant- Ok great, I will do that now.
PSC Agent- Do you have anything further I can help with?
Participant- No, I think that should be all.
PSC Agent- Thank you for your time this morning. We appreciate your time and would be happy to hear
your feedback, if you wouldn't mind taking a brief survey after we disconnect, we would appreciate it!

Call Scenario 2

PSC Agent- Thank you for calling Retirement Solutions Center this is ___________, May I have your first
and last name please?

Participant- My name is Andrew Cooper.

PSC Agent- Thank you, and can you also verify your date of birth?
Participant- My birthday is 05/14/1998.
PSC Agent- Thank you! To ensure your assets are protected, I will send you an authentication code to
the phone number or email we have on file. Please wait a moment for it to arrive and then read it off to
me when you're ready.
Participant- The code is 123456.
PSC Agent- Thank you for providing verification, I'm pulling up the information now to answer your
questions. While I'm doing that can you also confirm if your address is still on W University Blvd?
Participant- Yes it is.

PSC Agent- and is your email address still [email protected] ?

Participant- Yes that is correct as well.

PSC Agent- Thank you for verifying those pieces of information. What can I do to assist you today?

Participant- I want to take a distribution from my plan and I need to know the process.

PSC Agent- To request a distribution, you can submit the request online at benefitsforyou.com. You will
follow the steps online to request the withdrawal. You can request your form of payout, cash or rollover
on the website. Once you have submitted your distribution, you will need to follow the steps of identity
proofing and verifying your information. Once that is complete, you will receive a green confirmation
successful screen. The distribution will then go to the Plan Sponsor for approval. Once we receive the
complete form and it is in good order with no missing information, and any final contributions
and/or loan payments have been processed and posted to your account – the distribution request will
be approved for processing. It will take approximately 2-3 business days to complete the processing of
the request. Once processing is completed, if a check is issued, please allow seven to ten days mailing
time to receive the check. If a direct deposit is requested, please allow three business days for the
deposit to show in your account.
Participant- Ok, thank you. What is the website again?
PSC agent- The website is www.benefitsforyou.com. Once you are logged in you will click on the link
that says withdrawals.
Participant- Ok great, I will get on the website today.

PSC agent- Is there anything else I can help you with today?
Participant- No, that should do it.
PSC agent- Thank you for calling Retirement Solutions Center. If you have a moment there is a brief
survey at the end of the call and I would appreciate it if you would take that. Bye!

Call Scenario 3

PSC Agent- Thank you for calling Retirement Solutions Center this is ___________, May I have your first
and last name please?

Participant- My name is Stacy McDonnell.

PSC Agent- Thank you, and can you also verify your date of birth?
Participant- My birthday is 12/21/1969.
PSC Agent- Thank you! To ensure your assets are protected, I will send you an authentication code to
the phone number or email we have on file. Please wait a moment for it to arrive and then read it off to
me when you're ready.
Participant- The code is 654321.
PSC Agent- Thank you for providing verification, I'm pulling up the information now to answer your
questions. While I'm doing that can you also confirm if your address is still on Seymour Rd?

Participant- Yes it is.

PSC Agent- and is your email address still [email protected]?

Participant- Yes that is correct also.

PSC Agent- Thank you for verifying those pieces of information. What can I do to assist you today?

Participant- I would like to know my balance please?

PSC Agent- I can certainly help you with that. Give me just a moment to pull it up. Your vested balance
is $133,745.12.
Participant- Ok, thank you. That’s all I needed.
PSC agent- Is there anything else I can help you with today?
Participant- No, that is all.
PSC agent- Thank you for calling Retirement Solutions Center. If you have a moment there is a brief
survey at the end of the call and I would appreciate it if you would take that. Bye!