Ready to roll over? Great!
Here's how it works:
After you answer a few questions, we will automatically select an appropriate transfer method for you. Your new account could be funded in as little as 4 days.
You will need the following information in order to complete the rollover process:
Your residential street address
Your Social Security number
Former employer's name (if rolling over an employer-funded 401(k))
Name of financial institution holding your assets
Approximate amount you plan to roll over