Automatic Rollover IRA Forms | Qualified Retirement Plans

Automatic Rollover IRA and Participant Forms


If the form you are looking for is not available, or you have questions about a form, please contact us or give us a call so we can assist you.

Please mail completed form(s) to our Roseville office:

Polycomp Administrative Services, Inc.
3000 Lava Ridge Court, Suite 130
Roseville, CA 95661

Automatic Rollover IRA Forms

Establish Automatic Rollover IRAs

Use this form for both Automatic Rollover IRAs and IRAs for Lost or Missing Participants. Form must be downloaded for full functionality; in-browser viewing not recommended.

Participant Forms

Beneficiary Designation Packages

Use the appropriate form to document the beneficiary for your retirement account. The Plan Sponsor should retain a current Designation of Beneficiary form for each participant in the plan.

Request for Participant Loan

Use this form for participant loan requests.

Hardship Withdrawal

Use this form for withdrawing participant hardship distributions.

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