Please visit our Forms page (http://forms.rpgconsultants.com/) and click on the second tab on the left side of the page labeled “Account Management Forms” to obtain the “Rollover Acceptance Form for Qualified Retirement Assets”. This form must be completed and returned along with the required supporting documentation to our Support Department (https://files.rpgconsultants.com/filedrop/Support). Once received and processed, our office will contact you and supply you with further instructions on how to transfer your outside qualified retirement assets into your retirement Plan account.
How can I rollover existing retirement assets into my current account? Print
Modified on: Thu, 25 Jun, 2020 at 1:52 PM
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