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.
#Sentinel retirement benefits manual#
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. Everything You Need to Know About Your Credit ReportĬonsolidating your retirement accounts with Sentinel Benefits is as easy as 1, 2, 3.Debt Consolidation: One loan to rule them all.
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