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.
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.
Use this form for withdrawing participant hardship distributions.
NOTE: You will need Adobe Acrobat Reader in order to view the forms listed on this page. If you do not have Acrobat Reader, you can download it here for free.