Rollover Request Form

To download the Direct Rollover Request form, click below:

This form initiates funds to be directly rolled over to the Servant Solutions Retirement Plan. It also provides information and details specifying which contributions are/are not eligible for direct rollover. 

Participating in more than one plan? Changing jobs? Aren’t sure of your options?

Cut through the confusion with a rollover to Servant Solutions:

1. Fewer fees. Stop paying multiple fees to maintain separate retirement accounts through former employers’ programs (when appropriate). Not only do you experience fewer fees, our fees are lower than industry averages due to our non-profit status.

2. One Statement Simplicity. Eliminate multiple statements and paperwork hassles.

3. No taxes or tax penalties. You can keep more of your nest egg working harder for you.

4. Ministry Income Bonus. For rollover accounts containing ministry income contributions, ministers can consolidate those funds under the Servant Solutions church plan “umbrella” so those funds may be eligible for housing allowance in retirement.

5. More investment choices. If you like your current investment “mix”, we can tailor your retirement account with similar options. Or, we can help you set up investments to meet your changing needs.

6. Expert financial assistance. Know your options. We have retirement experts who help find the options that are best for you.

Revised Tax Laws Make Rollovers Easier

You may be able to consolidate money from:

1. 401(k) plans

2. 403(b) plans

3. Governmental 457 plans

4. Other rollover IRAs