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:
- Select 401(k) in the Transferring Account Type dropdown.
- Select the ShareBuilder IRA to which you want to roll over your funds in the ShareBuilder Account Number dropdown.
- Select the company that holds your 401(k) in the Transferring Firm dropdown.
- Select the I need ShareBuilder’s Rollover instructions to give to my plan administrator Rollover Type.
- Click the Next button.
You will then be presented with the rollover instructions.