Fund a Solo(k)

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Funding Forms

  • Solo(k) Rollover Request

    Use this form to move funds from a plan of a previous employer or from an IRA or SEP IRA.

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  • Solo(k) Contribution Designation

    Use this form to make a contribution to a Solo(k).

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  • Solo(k) In-House Rollover Designation

    Use this form for consolidating PENSCO Trust IRAs and SEP IRAs into your PENSCO Trust Solo(k)

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