If your plan administrator requires that ShareBuilder initiate the rollover process, you’ll need to complete a Rollover Assets form and send it to ShareBuilder, along with a recent statement from your 401(k) plan.
We’ll provide you with the Rollover Assets form and instructions once you select the Start Rollover option below to launch our Rollovers & Transfers tool.
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 My plan administrator requires that ShareBuilder initiate the rollover Rollover Type.
- Click the Next button.
You will then be presented with the rollover instructions.
Note: Your plan administrator may have additional paperwork for you to complete. If you select this option and haven’t talked to your plan administrator, your rollover may be delayed.