If your provider requires a Letter of Acceptance/Authorization or Letter of Qualified Plan, contact our Service Center to request any additional documentation required. Note, some providers will require additional information in order to process a direct rollover. 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. 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. Once your rollover is approved by your employer you will be notified by email (pictured on right) to proceed to the next step. Step 2: Request a check from your current provider * You must be an active participant in order to roll funds into the plan. If approved, you should proceed with sending your rollover check to the Plan's account using the payment instructions provided on your form. We will notify you once their review is completed. Your request will now be routed to your Plan Sponsor to review your request. If no additional documentation is required by your former account's custodian, you may disregard it. 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. A Qualified Plan Letter, if needed, to begin your request with your prior vendor.Note, this document includes the instructs on how to make your rollover check payable and where to send it. A copy of your completed request form in PDF format for your records.Once submitted, you will receive an email notification (pictured to the right), that will include confirmation of your request. You will also be asked to provide the account type for the origin account. 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. Please either Contact Us to get a manual copy, or wait until your first payroll deposit to generate the online form. No Form? If you do not yet have any funds in your plan the form will not generate.Once your Form generates, click BEGIN HERE to start your online request.Select the Rollover Request Form from the "Select Form" pick list.Access the form by selecting Plan Statements & Forms and then selecting Forms from the menu.To initiate your rollover request online, follow the below steps within your account: ![]() Step 1: Complete the online rollover form ![]() To consolidate your retirement assets into your Sentinel account, log into your online account to begin the process. Consolidating your retirement accounts with Sentinel Benefits is as easy as 1, 2, 3.
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