April will send out an email to Transactions containing a list of incoming rollover checks that have been received at the home office. Since the participant did not follow their rollover payment instructions that advise them to send to the custodian directly if IGO, we are returning all of these checks with a generic letter advising of a list of reasons the check cannot be accepted. 

When receiving check copies, we will need to prepare the letter template with the participant's address from Relius and send a copy of this letter back to April as a PDF. Please ensure to tag the tickets with the participant names as well so CSRs can easily locate this ticket in case they receive a call from the participant.

Please see FD 801080 for reference.