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Leaving your job brings up questions, especially those related to the status of your retirement savings. There are many options, and it’s easy to get overwhelmed. Talk to us.
Take the first step to control your retirement finances. Our dedicated Rollover Specialists are ready to help. Our dedicated Rollover Specialists will:
Discuss your current investment strategy and how you’d like to invest your rollover assets.
If you own company stock in your current plan, you may be able to keep those shares. Talk to a Rollover Specialist to learn more.
If you own other retirement accounts, mutual funds, or individual stocks or bonds, consider consolidating those assets with us.
If you don’t already have an IRA with us, complete our online application.
Prefer a traditional, paper application? Download the form here .
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.
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.
Call a Rollover Specialist at 1-888-345-9166 or open an account.
This information is for educational purposes only and is not intended as a personalized recommendation or fiduciary advice. There are different options available for your retirement plan investments. You should consider all options before making a decision. Our representatives can help you evaluate all of your distribution options.