With everything else you have to worry about when leaving an employer, the rollover
of your retirement plan should be as easy and effortless as possible. Whether
you're changing jobs or entering retirement, we can help you take the next step.
If you'd like to roll your assets over to an IRA, follow these simple steps:
Complete an IRA application. It takes less
than 15 minutes to open
your account online.
If you already have your former employer's distribution request form, send it to us along with your IRA application and transfer form.
We'll forward the necessary information to your former employer and keep
you informed on the status of the rollover. If not, our Rollover Specialists can assist you with contacting your former employer to obtain the required paperwork. Call 1-800-359-3379 for assistance.
If you are uncertain as to where you would like to invest your rollover dollars,
Allocation Planning Tool may offer assistance.