Deposit the check from your 401(k) plan into your ShareBuilder IRA

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:

  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 already have a check from my 401(k) plan to rollover into ShareBuilder Rollover Type.
  5. Click the Next button.

You will then be presented with the deposit slip.