Termination of recordkeeper services letter

Before moving your retirement plan to PlanPremier, you will need to notify your current recordkeeper that you’re terminating their services. Your recordkeeper needs time to prepare for the transition; check your existing service agreement for details.

You can customize our sample termination of recordkeeper services letter to send to your current recordkeeper. The letter:

  • Contains the effective termination date
  • Requests information from the recordkeeper
  • Notifies the recordkeeper that we will set up a call to discuss the transfer
  • Authorizes the recordkeeper to work directly with us

For more information, see our sample termination of recordkeeper services letter or contact your TPA.

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