Plan Sponsor Resources

Sample Forms

  • 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.

For Reference

Example Language