Get Paychex Rollover Form

The Paychex Rollover Form is a crucial document for transferring retirement funds from one account to another. This guide provides a clear and step-by-step approach to completing the form online, ensuring you have all the necessary information at your fingertips.

Follow the steps to successfully complete the Paychex Rollover Form online.

1. Press the ‘Get Form’ button to obtain the Paychex Rollover Form and open it in the editor.
2. Begin by selecting your rollover type; choose either 'Pre-Tax Rollover' or 'Roth Rollover'. Be sure to read the instructions carefully for guidance on which to select.
3. In Section 1 for Pre-Tax Rollover, fill in your participant name, email address, company name, office/client number, date of birth, date of hire, phone number, and the last four digits of your social security number.
4. In Section 2 for Roth Rollover, again provide your participant name, email address, company name, office/client number, date of birth, date of hire, phone number, and the last four digits of your social security number. Additionally, input your prior qualified plan name, address, city, state, zip code, establishment date, contribution amount, and earnings amount. Ensure that your contribution amount plus earnings amount equals the total check amount.
5. Review your investment selection information to confirm that your rollover funds will be invested according to your current fund allocations, and if necessary, make any selections,
6. Complete the authorization and signature section. Sign and date the form to certify that your rollover represents a distribution from an eligible retirement plan.
7. Finally, ensure that all information is accurate, save your changes, and download or print the completed form to submit it.

Complete your Paychex Rollover Form online now to facilitate your retirement fund transfer.