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What resources are available to help with the Rollover process?

Written by Rinn Gnepper

Updated at January 22nd, 2026

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Table of Contents

An in-product, step-by-step Walkthrough A clear written guide

To make Rollover easy, we’ve added the following resources:

 

An in-product, step-by-step Walkthrough

  • Log in to 3 Essentials Dashboard
  • Open the support menu by clicking ‘New Dashboard Support’
  • Enter ‘Rollover’ into the support pop-up window.
  • Click ‘Complete Rollover 2026’ for a full step-by-step walkthrough.


A clear written guide 

This guide will show you how to complete the entire Rollover process directly within 3 Essentials, at your own pace. You may also download the guide as a PDF here.

 

 

rollover assistance transfer guidance

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  • How to complete Mathseeds Rollover
  • Completing Rollover using the 3 Essentials Dashboard
  • Rollover FAQ's

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