Picking up Nickels

Friday, January 09, 2009

Update: Requesting a check from Upromise

I was planning on following the procedure that I wrote about a couple of years ago regarding sending a letter to Upromise to request a withdrawal of the balance of my account, and I noticed that they now have a downloadable withdrawal request form on their web site that simplifies the process (link).

The details for downloading, filling out, and mailing the form to Upromise is detailed in the Upromise Account FAQ:

You can withdraw your Upromise contributions at any time during your membership. To withdraw company contributions from your Upromise account, submit a letter in writing to Upromise requesting a withdrawal from your Upromise account. The letter must state your full name and exact amount that you would like to withdraw, up to total amount available in your account, pending contributions are not eligible for withdrawal.

For the protection of our members, we require that your letter either be notarized or contain a Signature Guarantee if the withdrawal request is in excess of $200. A Signature Guarantee is a guarantee you can obtain from a financial institution, such as your bank, that your signature is yours and that it is genuine.

Withdrawal letters should be sent to:

Upromise ATTN: Customer Care P.O. Box 55555 Boston, MA 02205-5555

Download Withdrawal Request Form

Checks are sent once per calendar quarter, so you should typically receive your check within 12 weeks of your request being received.


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