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Roll Over your 401(k)

No Retirement Dollar Left Behind

Your 401(k) is a key part of your retirement savings so be sure not to leave a retirement account behind at your old employer. Roll over your retirement account into an IRA and continue to grow your retirement savings tax-deferred.


Here's how to roll over your 401(k), 403(b) or another retirement account:


  Step One Open a Rollover IRA or Traditional IRA first.
  Step Two Contact your plan administrator for any paperwork they may need.
  Step Three
Complete one of the rollover forms below:
For Investment Accounts
For Savings Accounts
  Step Four
Fax or mail paperwork according to the instructions on the Rollover Form.


Still have questions? Give us a call at 1-877-464-0292
or see our FAQs on Rollovers.