We’re committed to reducing paper. Join us! Every year, Americans trash enough office paper to build a 12-foot wall from Los Angeles to New York City. ICMA-RC is committed to doing our part to reduce paper use and save forests. Every green action adds up to a greener world – so we encourage you to start receiving your quarterly statements and trade confirmations through Account Access instead of by mail. If every ICMA-RC plan participant opted to go paperless, together we would save nearly 1.3 million sheets of paper per year.
View quarterly statements and transaction confirmations as soon as they are available in Account Access. No need to wait for the mail.
Password-protected access keeps your information secure so that only you can view it.
No stacks of paper to sort, file, box, store, or shred. Life is easier.
Your electronic documents are just a click away, anytime. No need to search through a filing cabinet to find that missing statement.
Fewer trees are cut down, fewer resources are consumed in paper manufacturing, and fewer pollutants are released. Less paper means less waste. In 2009, 12 percent of ICMA-RC retirement accounts were switched to e-delivery – and nearly 1.3 million sheets of paper were saved.
You will receive an email notification when your document is ready. Click on the link to access it.
You log into Account Access and view the document online.
If you wish, you can print or save a copy. Rest assured it is archived for 18 months if you need it again.
What are Online Statements and Confirmations?
Online statements and confirmations have exactly the same content as paper documents. However, rather than being printed on paper and mailed to you, they come in the form of downloadable PDF files available via Account Access. Once you have downloaded a statement or confirmation you may view it, and if you want a paper version, you can print a copy and keep it for your records. (Some services may not be available in all plans.)
How long are statements and confirmations available for viewing?
The previous 18 months of quarterly statements are available to all participants. For participants who sign up for online confirmations, 18 months’ worth are also available for viewing.
Will my statement cycle change?
Changing to online statements will not affect the statement cycle. Statements will continue to be generated on a quarterly basis. However, you will be able to view your statement sooner than if you receive it by mail.
When will my statement be available? Will I be notified?
Online statements are available 10 business days after the last business day of the quarter. If you have selected email notification, we will send an email as soon as the statements are available to view.
How do I sign up for online statements?
How do I sign up for Online Confirmations?
How do I view and print my statement or confirmation?
What if I have a new email address?
If you have changed your email address or would prefer email notifications to be sent to an alternate address, you must change it in Account Access.
Can I go back to paper statements and confirmations?
Yes. Simply update your delivery options in Account Access.
Will I still receive paper statements and confirmations?
No. Once you have signed up for online statements or online confirmations, we will stop mailing paper copies.
What is a PDF and why do I need Adobe Acrobat to view it?
PDF stands for “portable document format.” This is the format that we use for all documents available on Account Access. This useful format was created by Adobe Systems and requires the Adobe Acrobat Reader application to view it. If you do not have Adobe Acrobat Reader, you can log into Account Access and download it at no cost.
What are the minimum system requirements?
For system requirements, please refer to www.icmarc.org.
Do I need an email address to sign up for online statements and
You are not required to have an email address to sign up for online statements. However, to sign up for Online Confirmations and to receive email notifications, you must have a valid email address on file.
Is my statement and confirmation information secure?
Yes. All account information is located behind the secure login of Account Access. Email notifications do not include a copy of the statement or confirmation, nor do they include any account-specific information. Account Access supports 128-bit encryption to ensure your information is secure. To find out more, please go to www.icmarc.org.
What should I do if I am not receiving email notifications?
Who should I contact if I have questions about my statement or confirm?
If you have questions about how to access your statement or confirmation, or about the content of the statement or confirm, please email or call Investor Services.
What if I forget my Account Access log-in information?
If you forget your Account Access log-in information you can easily reset it yourself by going to the Account Access log-in screen and clicking on one of the following links: “Forgot your User ID,” “Forgot your Password,” or “Reset your Account Information.” Or, you may call Investor Services for assistance.
What if my old statements and confirmations are no longer available for viewing?
For quarterly statements older than 18 months, you will not be able to use the “Statements and Confirms” menu option. However, you can request a customized statement via Account Access or by calling Investor Services. For confirmations older than 18 months, you may call Investor Services and request that a duplicate confirmation be sent to you.