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IRASelect (BPAS) – IRA Services (Benefit Plans Administrative Services, Inc.) fax number

(315) 292-6483

IRA Team

Used for: Submitting IRA-related forms (e.g., IRA Adoption Agreement, Traditional IRA to Roth IRA Conversion, and other IRA distribution/rollover paperwork) via fax to BPAS/IRASelect.

Fax destination details

Department
IRA Team
Purpose
Submitting IRA-related forms (e.g., IRA Adoption Agreement, Traditional IRA to Roth IRA Conversion, and other IRA distribution/rollover paperwork) via fax to BPAS/IRASelect.
Form
IRA Adoption Agreement — IRA Adoption Agreement
Address
6 Rhoads Drive, Suite 7, Utica, NY 13502
Voice phone
866-401-5272

Before you send

  • Confirm that this exact department handles your document or request.
  • Check the organization website or call its main line for the current fax number.
  • Include a cover sheet and any case, member, claim, or form reference required.
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Valid identification and proof of residency must accompany this form; complete participant information, account details, beneficiary designations, and signatures as required.

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