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 contact us directly. 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