401k Rollover Forms

401k rollover forms are one of the most dangerous weapons companies from which you are transferring funds can use against you.

There are typically two separate forms that must be completed for a 401k rollover to be successful. The first form is called the “transfer” form, while the second set of paperwork is referred to as the “account application.” The transfer form is used to direct your current custodian on where to send your funds. The application is used by your new custodian to open your account and qualify it for a rollover and other transactions. Call us 24/7 at (800) 767-1423 and let us help you flex your financial muscle.