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!
Speed things up even more by gathering your account information before you start.
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