Make sure you've done everything you need to take control of your Rollover IRA with this printable checklist.

Open Account Open Account
Open your account online or by mail.
Notification Notification
Notify your former employer and/or plan administrator of your decision to directly roll over your retirement plan money to an American Century Investments® Rollover IRA.

Forms Forms
Complete any distribution forms required by your former employer. Be sure to ask your former employer for a benefits contact name and phone number for follow-up questions. The contact and phone number may be listed on your last investment statement.
Distribution Distribution
Confirm when your former employer or plan administrator will distribute the funds to American Century Investments. This will vary according to each plan's requirements.

Payment

Payment
Ask your former employer/plan administrator to write your American Century Investments IRA account number on your distribution check and make it payable to:

American Century Investments
FBO - Your full name
P.O. Box 419292
Kansas City, MO 64141-6292

Call 1-888-345-2431 for help at any point in the process.

Past performance is not a guarantee of future results. Investment return and principal value will fluctuate and it is possible to lose money by investing.

You should consider the fund's investment objectives, risks, and charges and expenses carefully before you invest. The fund's prospectus or summary prospectus, which can be obtained by calling 1-800-345-2021, contains this and other information about the fund, and should be read carefully before investing. Investments are subject to market risk.

American Century Investment Services, Inc., Distributor.

Important Legal Information - Privacy & Security