The first step to establishing your AutoRollover Account with us is to complete and return the Custodial Agreement. As soon as we have processed your contract, we will forward you an informational package, containing everything you need to get your AutoRollover program in place with your clients.
You should be sure to review these additional documents.
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IRA Agreement |
This document contains the terms of the IRA Accounts. This document will be enforceable by the AccountHolder. The SPD/SMM should reference this document and it should be made available to Participants. |
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Sample 402(f) Notice |
Provided for your benefit. At a minimum, we recommend that the language at the end of this document be included in your distribution package. |
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Sample SMM |
A sample Summary of Material Modifications, should you need one. |
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AutoRollover Kit (Sponsor) |
This kit outlines our AutoRollover solution in detail, including instructions for communicating rollovers to us, as well as, how to remit funds at distribution time. |
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| CONTACT US |
AutoRollovers
6 Rhoads Drive - Suite 7
Utica, NY 13502-6374
Phone: 315-292-6941
Fax: 315-735-0418
autorollovers@bpah.com |
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Services 
