The online request form will require you to provide information regarding your request, including the money sources (Pretax, Roth, etc.) of the account you're rolling over. You will also be asked to provide the account type for the origin account.

Once submitted, you will receive an email notification (pictured to the right), that will include confirmation of your request. Your email will include two attachments:

1. A copy of your completed request form in PDF format for your records. Note, this document includes the instructs on how to make your rollover check payable and where to send it.
2. A Qualified Plan Letter, if needed, to begin your request with your prior vendor. Some retirement plan providers require a qualified plan letter to confirm that your rollover request is being sent to a plan (at Sentinel) that can accept the qualified assets. If no additional documentation is required by your former account's custodian, you may disregard it.  

Your request will now be routed to your Plan Sponsor to review your request. We will notify you once their review is completed. If approved, you should proceed with sending your rollover check to the Plan's account using the payment instructions provided on your form.

_{* You must be an active participant in order to roll funds into the plan.}

Once your rollover is approved by your employer you will be notified by email (pictured on right) to proceed to the next step. Next, you should inform your former account provider that you need to process a direct rollover of your retirement account balance into your qualified retirement account with Sentinel Benefits.

Use the instructions on your request form in order to ensure the check is made payable properly and the mailing address for the check is accurate.

Note, some providers will require additional information in order to process a direct rollover. If your provider requires a Letter of Acceptance/Authorization or Letter of Qualified Plan, contact our Service Center to request any additional documentation required.

• Letter of Acceptance - Letter from new administrator confirming the new plan accepts rollover contributions
• Letter of Qualified Plan - Letter from new administrator confirming the receiving plan is a qualified plan that can accept funds. Qualified plans include, profit sharing, 401(k), 403(b), defined benefit plans, and money purchase.

Your former account custodian may mail the check directly to your existing plan custodian using the instructions you provided when requesting your rollover to your plan at Sentinel. However, if the check is sent to you, you will then need to mail it to your new plan using the delivery instructions provided on your form.

Once the check is received in the Plan's account, we will allocate the rollover deposit to your account. 

You will receive an email notification (pictured on the right) to let you know your request has been completed. 

At this point, you'll be able to log into your account and view the rollover transaction (see below).