If you are trying to roll money out of Epitec's plan, please refer to 401k Termination Form & Process
If you need to rollover your 401k INTO Epitec's plan:
Please fill out this form attached.
You will need to sign the form in ink and scan it back to us. We can then have our plan administrator sign the document. Please submit a request through the Employee Portal with the signed form.
The plan number is 471510, if you have any further questions Customer Service line for Epitec at 866-695-7526. Please reference the plan number when you call.
Once both signatures are obtained, we will send this to ADP for processing. Both the check and form must be included when this is sent to ADP, so please make sure to include the check (addressed) in the request. To rollover a previous 401k into Epitec’s plan please follow the steps below.
Step 1: Work with your former Employer to Terminate your previous 401k and request a certified bank or check for your rollover. The check should be made out to following and include the plan number and your SSN.
Step 2: Once you have the check, please complete the attached form and send it back to Epitec by email to portal@epitec.com for plan administrator signature and approval.
Step 3: Once the plan administrator has signed the form and has been completed, we will send it back to you, so you are able to mail the completed form along with you check for processing by ADP.
Step 4: Once you have received the completed form and have the check made out to Reliance Trust Company, please see the instructions below for mailing.
Step 5: Once the form has been mailed, please allow 14 business days for processing.
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