	Mutual Fund
	IRA
	Rollover IRA
	Transfer
	Brokerage
	529 College Savings Plan
	Small Business Retirement Plan Start a SEP IRA Start a SIMPLE IRA Start an Individual 401(k)
	403(b) Plan
	Other Accounts

Roll Over Your Old 401(k)

Roll over your old employer-sponsored retirement plan account.

Opening your account online will take approximately 10-15 minutes to complete.

Use our step-by-step Rollover Personal Guide to help you select funds and guide you through the account opening process.

What You’ll Need to Roll Over a 401(k) Account

	Personal and Beneficiary Information			Prior Plan Information (found on your statement or distribution paperwork)
Social Security number Date of birth Residential address Beneficiary’s name(s), date(s) of birth, and Social Security number(s)			Former employer’s name Former plan administrator’s name (usually someone in the Human Resources department) Name and address of the financial institution holding former retirement plan assets The approximate amount to roll over