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If you already have an account with us, moving others over can make managing your investments easier—and give a clearer picture of what you have. If you’re new to American Century—Welcome!
The best place to start is to talk to a consultant who will help make the process as quick and easy as possible.
Call 1-888-345-9166 Or
The process to move your money varies depending on the type of account and how you want it transferred. Make it easier on yourself by letting us help. It takes just one call to get started.
A Moving Expert will:
Request a Call 1-888-345-9166
Each person’s situation is unique, but our moving experts can help address your specific needs, including these:
Rollover Options – If you’re moving money from an employer’s workplace plan, you have options. We’ll help review them so you can choose which one fits your goals.
Investment Strategy - Discuss your current strategy and how you'd like to invest the incoming assets.
Company Stock - You may be able to keep shares if you own company stock in your plan. We can discuss options.
Consolidating Other Money - If you own other accounts elsewhere, consider consolidating them to simplify managing even more.
Follow the steps to start your transfer or rollover. If you need help along the way, please call 1-888-345-9166.
Move a retirement or non-retirement account from another investment company to a similarly registered account with us. (Example: Traditional IRA to Traditional IRA)
A recent statement of the account you are moving should have all information you need:
Transfer an IRA
Complete the IRA Request to Transfer form.
Transfer an Individual, Joint or Trust Account
Looking for an option without taxes for an Individual, Joint or Trust Account?
Transfer to a Brokerage account – Complete a Brokerage Transfer Form and a Brokerage Application.
Not sure which type of account to open? Call 1-888-345-9166.
Mail paper application and/or transfer form to the appropriate address listed on the form.
Move money between different retirement accounts. Rollovers are typically from a 401(k), 403(b) or another workplace plan to a Rollover IRA here.
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, contact your former employer or employer’s plan sponsor to request a direct rollover distribution.
We'll send a confirmation when the check has been deposited to your account. If you haven't received confirmation within four weeks, call us. We’re happy to help determine the status of the rollover.
Call a Transfer & 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.