Effective September 1, 2017
Changes made to your UPAL core retirement plan investments can no longer be processed via fax. Investment changes can be requested through Bank of Oklahoma by calling The Participant Service Group at 1-800-876-9557 Monday – Friday from 8:00am to 7:00pm CDT. Changes to your account can also be made online at www.startright.bokf.com. If you do not remember your password, you can call The Participant Service Group and they can reset it for you.
The UPAL Core Fund/Model Investment Direction Worksheet which contains a list of core investment options is linked below and permanently located on our website at: https://www.upal.com/retirement/401k-profit-sharing-plans/ – UPAL Investment Direction Worksheet
If you have questions about the Core Fund/Model Investment Direction Worksheet, please contact the UPAL office at 918-747-5585.