How do I roll over an IRA, 401(k) or other qualified retirement plan into a Pax World IRA?
To roll over from your current qualified retirement plan or IRA into a Pax World IRA, you first need to find out if your employer or current custodian/plan administrator requires you to complete any additional forms. Then, you will need to complete the Traditional IRA & Roth IRA Transfer of Assets/Direct Rollover form. If you do not already have a Pax World IRA account, you will also need to complete a Traditional IRA & Roth IRA Application.
