Open a Rollover IRAIt's easy to get started. First, complete an application online.
If you already have your former employer's distribution request form, send it to us along with your Rollover IRA application and the transfer form that we will provide after you complete the application process. We'll forward the necessary information to your former employer and keep you informed on the status of the rollover.
If you don't have a distribution request form, our Rollover Specialists can assist you with contacting your former employer to obtain the required paperwork. Call 1-800-359-3379 for assistance.
To roll over your IRA, you'll need the following information:
Representatives are available at 1-800-359-3379 if you have any questions during the process.