Get rollover instructions to give to your plan administrator

Your plan administrator will need to liquidate the assets in your 401(k) account and send a check to ShareBuilder.

We’ll provide you with a pre-filled form with how to make out the check and where to mail it.

Once you've launched the Rollovers & Transfers tool:

  1. Select 401(k) in the Transferring Account Type dropdown.
  2. Select the ShareBuilder IRA to which you want to roll over your funds in the ShareBuilder Account Number dropdown.
  3. Select the company that holds your 401(k) in the Transferring Firm dropdown.
  4. Select the I need ShareBuilder’s Rollover instructions to give to my plan administrator Rollover Type.
  5. Click the Next button.

You will then be presented with the rollover instructions.