Insperity 401k rollover form 2026

1. Click ‘Get Form’ to open the Insperity 401(k) Rollover Contribution Form in the editor.
2. Begin by filling out the Employee Information section. Enter your last name, first name, middle initial, and last four digits of your Social Security Number. Provide your street address, city, state, and zip code along with both daytime and evening phone numbers.
3. In the Rollover Contribution Information section, specify the amount you wish to roll over. Ensure that you check the appropriate box indicating whether it is a direct or indirect rollover and provide any necessary Roth information.
4. Obtain a certification signature from a representative of the distributing Plan Administrator or IRA trustee. This step is crucial for processing your rollover.
5. Finally, sign and date the form as the participant. Review all entries for accuracy before mailing the completed form along with your check to Insperity Retirement Services at the specified address.

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