If you already have – or you will have – a rollover check that you want to deposit into your ShareBuilder IRA account, select the Start Rollover option below to launch our Rollovers & Transfers tool to get a deposit slip.
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 already have a check from my 401(k) plan to rollover into ShareBuilder Rollover Type.
- Click the Next button.
You will then be presented with the deposit slip.