Existing AutoRollovers Customers: If you have not previously done so, please take a moment to complete our short questionnaire to let us know how you use our services. Results will be used to help drive future enhancements.
Reporting New Rollovers
- CensusPro® Quick Start Guide
A helpful resource to assist TPAs in reporting IRA rollovers to AutoRollovers.
- CensusPro® File Upload Instructions
Is maunally entering IRA Rollovers getting to be too laborious? Follow these instructions to upload your data to us.
- IRA Account Funding Instructions
Detailed funding instructions for sending IRA rollover proceeds to AutoRollovers.
- Confirming IRA Status
Instructions for verifying that an IRA account has been properly established and funded.
- Downloading Reports via sftp
Instructions for downloading your monthly reports via our secure ftp portal.
- Sample Plan Sponsor Agreement
An example of the document that you will provide to your Plan Sponsor clients to enroll them into the AutoRollovers service.
- IRA Accountholder Agreement
The IRA Disclosure and Custodial Agreement, as referenced in the Plan Sponsor Agreement. This document describes the terms of the IRA, which are enforceable by the accountholder.
- Sample Participant Disclosure Language
This language is provided as an example of disclosure that should be incorporated into your distribution paperwork.
- Sample SMM
For your reference, should it be needed.
Plan Sponsor Literature
- Plan Sponsor FAQs
Frequently asked questions of Plan Sponsors.
- Why AutoRollovers?
Highlights the benefits of taking advantage of Mandatory Distribution provisions.