Rollover Center

Take the reins of you retirement. Have money in an old retirement plan? Move it into a Rollover IRA and take control of your investments. Start Your Application

Rollover Checklist

Taking control of your retirement plan assets is as easy as 1-2-3 with American Century Investments’® Rollover Specialists available to help every step of the way.

To get started, call 1-888-345-2431. Or request a call and we'll call you. Don’t have time to call? Use the following checklist to guide you through the process. 


1. Open an Account

If you don’t already have an IRA with us, complete our online application.

Start Your Application

Prefer a traditional, paper application? Download the form here.


2. Request a Distribution

After you open an account, it's time to contact the financial institution currently holding your retirement plan assets to request a direct rollover distribution.

  • Complete any paperwork required by the financial institution. If they require a letter of acceptance from us, ask if we can fax one to them.
     
  • Request the check be issued as follows:
    • Payee:  American Century Investments FBO (Your Last Name)
    • Memo Field:  Your American Century Investments IRA account number
    • Mailing Address:  P.O. Box 419292, Kansas City, MO 64141-6292

Want help contacting the financial institution and filling out their paperwork?  Call a Rollover Specialist at 1-888-345-2431 or request a call.


3. Confirm Deposit

We’ll send a confirmation statement when the check has been deposited to your account. If you haven’t received confirmation within four weeks, call a Rollover Specialist. We’d be happy to help determine the status of the rollover.

Want to take this checklist to go? Check out the printable version below:

IRS Circular 230 Disclosure: American Century Companies, Inc. and its affiliates do not provide tax advice. Accordingly, any discussion of U.S. tax matters contained herein (including any attachments) is not intended or written to be used, and cannot be used, in connection with the promotion, marketing or recommendation by anyone unaffiliated with American Century Companies, Inc. of any of the matters addressed herein or for the purpose of avoiding U.S. tax-related penalties.

This information is for educational purposes only and is not intended as tax advice. Please consult your tax advisor for more detailed information or for advice regarding your individual situation.