Start a rollover

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.

Don't worry - you can stop and start at any point. If you have questions along the way, you can always visit our Resource Center or call 888-428-9482. We're here to help!

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