- Plan Sponsor Agreement: This agreement authorizes AutoRollovers to establish IRAs on behalf of your Plan Participants. This must be signed by a named fiduciary, prior to remitting any rollovers to us. The linked document is a SAMPLE, only. For a useable form, please e-mail [email protected].
- IRA Rollover Form: This form must be completed and signed for each IRA rollover being remitted. The completed form should accompany or precede any remittance of rollover funds.
- 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.