---
title: 401(k) Rollover & Investment Election Form Template | Paperform
description: Professional 401(k) rollover form template with fund selection, beneficiary designation, and contribution allocation. Streamline retirement account elections with automated validation and compliance-ready documentation.
url: "https://paperform.co/templates/401k-rollover-investment-election-form"
type: static
generatedAt: "2026-03-28T00:42:56.819Z"
---

[← Back to free form templates](/templates/)    ![401(k) Rollover & Investment Election Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/401k-rollover-investment-election-form.png)
    [Preview](https://_preview.paperform.co/ai-template/401k-rollover-investment-election-form) [Use this template for free](/create?ai-template=401k-rollover-investment-election-form)    [Human Resources Forms](/templates/category/hr/)[Financial & Accounting Forms](/templates/category/financial/) [Human Resources](/templates/industry/human-resources/)[Finance](/templates/industry/finance/) [HR Manager](/templates/role/hr-manager/)[Accountant](/templates/role/accountant/)[Financial Advisor](/templates/role/financial-advisor/)     About this free form template
Managing your retirement savings doesn't have to be complicated. This **401(k) Rollover & Investment Election Form** template from Paperform makes it simple for financial advisors, HR departments, and retirement plan administrators to collect essential investment decisions from clients and employees in one streamlined, professional form.

Whether you're a financial services firm helping clients consolidate retirement accounts, an HR team managing employee benefit elections, or a retirement plan administrator processing rollovers, this template provides a clear, compliant way to capture fund selections, beneficiary designations, and contribution allocations—all in one place.

**Perfect for financial advisors, HR managers, benefits administrators, and retirement planning professionals**, this form replaces messy PDFs and email chains with a branded, easy-to-complete digital experience. The form guides users through account information, rollover details, investment fund selection with percentage allocation, and critical beneficiary designations.

With Paperform's calculation engine, allocation percentages are validated in real-time to ensure they total 100%, reducing errors and follow-up calls. Conditional logic shows relevant sections based on rollover type, and submissions flow directly into your CRM, document management system, or financial planning software via native integrations or Stepper workflows.

Need to get signatures on rollover authorization or investment policy acknowledgments? Connect **Papersign** to automatically generate signature-ready documents from each submission, keeping everything linked and audit-ready. Use **Stepper** to route completed elections to compliance review, trigger account setup workflows, or sync data with custodial platforms—all without writing code.

Trusted by financial professionals who need secure, compliant data collection, this template helps you deliver a modern client experience while maintaining the rigorous documentation standards your industry requires.
       Built for growing businesses, trusted by bigger ones.   Trusted by 500K+ business owners and creators, and hundreds of millions of respondents.     ![Capterra - 4.8 out of 5](/images/capterra-st.jpg)
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