ROLL 401K INTO ROLLOVER IRA ACCOUNT
Yes, you can use an existing Rollover IRA account:
- Log in to Client Portal
- Click on Transfer & Pay followed by Transfer Funds
- Click on Contribution and select Direct Rollover Notification
- Enter the information that is being requested and click CONTINUE
- Select DOWNLOAD FORM to print out the form and follow the instructions. You can print out and submit the IRA Rollover Form from our website as well.
More information on IRA transfer methods can be found on our Users' Guide.