How do I roll over a 401(k) or other qualified retirement plan into a Pax World IRA?
To roll over from your qualified retirement plan into a Pax World IRA, you first need to find out if the employer or current plan administrator requires you to complete any forms. Then, you will need to complete the Pax World Transfer of Assets/Direct Rollover form. If you do not already have a Pax World IRA account, you will also need to complete a Pax World Traditional IRA Application. Return the completed Application and Transfer of Assets/Direct Rollover form to Pax World, along with any additional forms that your employer or plan administrator may require. Be sure to find out if the employer or current plan administrator requires a signature guarantee on the Transfer of Assets/Direct Rollover form.
