Provider worksheet · Submit before your strategy call

Use the form below to take notes for your plan.

This keeps you from fighting pen and paper while you call HR, benefits, the recordkeeper, or the plan administrator. Put your information at the top, then type the answers they give you. When you submit it, you get a clean PDF copy and Viking gets a copy for your file.

Provider answers worksheet

Your information goes at the top. Then capture the rollover essentials first: plan name, provider/recordkeeper, balance, and where the money is now. Extra details help, but those four are the must-haves.

Opening script: Hi, my name is [Name]. I worked for [Old Employer] around [Years Worked]. I am trying to verify whether I still have a 401(k), 403(b), pension, TSP, or retirement account connected to that employment. Who currently administers the plan, and what information do you need from me to verify it?
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Text/email consent: By submitting, you agree Viking Financial Group may contact you about this provider worksheet and your Retirement Account Finder request by phone, email, or text message. Message and data rates may apply. Reply STOP to opt out of texts or HELP for help.

Do not enter your full Social Security number, account login, full account number, or driver’s license here. If an official provider needs identity verification, do that directly with the official provider.

Draft autosaves on this device while you type.

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We received the information and generated a PDF copy. Download/save it below before closing this page. If email is configured, a copy is also sent to you and Viking.

If you need help deciding what to do next, book a free appointment. We will walk through the pros and cons of all five options based on your situation, not a cookie-cutter answer.

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