How Do I Get Rolling? Steps: 1. Get Started: Contact your employer/IRA provider for balance transfer. 2. Internal Transfer: Log into BPAS account, select My Account > Rollovers, complete Incoming Rollover Form. 3. Check Details: Contact the plan you're rolling into, include "r/b/o" and mail check to BPAS. 4. Funds Invested: Your funds will be invested upon receiving your request.