Find out about how to fax or mail your checklists.

We have been experiencing a very high volume of document processing orders for several weeks. Because of this unexpected high level of document orders, we have reached our capacity and in an effort to process orders currently in-house, we can no longer process any new orders submitted after 12/21/16. As an option you can use On Demand to process your documents. If you have any questions, please contact client support at 1-800-326-7235, option 6.

If your plan document volume is relatively low, but you still don’t have the time or staff to handle the workload, let SunGard do the work for you.

• Download the checklist from the links below for Volume-Submitter and Individually Designed plans. You must have Adobe Acrobat Reader version 5.0 or higher installed in order to access these checklists.
• Print the checklist from your computer.
• Complete the checklist or Adoption Agreement (you must contact the Plan Sponsor for copies of the Adoption Agreement, and plan document if you do not have them).
• Include any language modifications (with help from one of our document consultants, if needed).
• Fax or mail your Checklist or Adoption Agreement to

  Mail to: SunGard Attn: Order Processing 701 San Marco Blvd, 10th FL Jacksonville, FL 32207

  Fax to: SunGard Attn: Order Processing (904) 306-2221

You'll get "hands-on" service. Our expert staff will review your entries and insert special language*, if requested. In 10 days or less, we'll process your document package and return it to you in the mail. Rush (three day) and express (one day) services are also available!

* Additional fees may be incurred for special language drafting or insertion.