Rollover Services

Rollover Services

Consider moving your old retirement plan into a Rollover IRA and take control of your investments.

Navigate — With Our Help

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.

One Call Rollover Service

Take the first step to control your retirement finances. Our dedicated Rollover Specialists are ready to help. Our dedicated Rollover Specialists will:

  • Be your single point of contact and help manage the entire rollover process.
  • Help guide you through investment choices.
  • Assist you with all the transfer paperwork, from your former employer’s distribution paperwork to your Rollover IRA application.
  • Call your former employer or employer’s plan sponsor with you to initiate the transfer.
  • Monitor the status of your transfer and call you back when we receive your rollover money.

Speak with one of our Rollover Specialists1-888-345-2431

Topics to Consider When You Talk to Your Rollover Specialist

Investment Strategy

Discuss your current investment strategy and how you’d like to invest your rollover assets.

Company Stock

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.

Consolidating Other Investments

If you own other retirement accounts, mutual funds, or individual stocks or bonds, consider consolidating those assets with us.

Rollover Checklist

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Step 1: Open an Account

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

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

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Step 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: PO Box 419292, Kansas City, MO 64141-6292
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Step 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.

Start Your Rollover

Call a Rollover Specialist at 1-888-345-9166 or open an account.

Open an Account

Explore More

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.