Questions to ask your former provider
What to ask | What to know |
---|---|
Is a distribution form required? |
It might be. If additional paperwork is required, have them send it to you, and we can help you complete it if needed. |
If a distribution form is required, who, aside from myself, needs to sign it before I send it back to you? |
It's most often a spouse, and sometimes, Fidelity. |
Is a Letter of Acceptance required? |
Quite often, it is. But we will automatically generate one for you. |
Does my account include company stock? |
If you have shares of company stock included in your old 401(k), it's easiest to give us a call at 800-343-3548 so that we can discuss how to include them in your rollover. |
Where will you send my distribution check? |
It's fine to send it directly to us or to you. However, how the check is made out is very important—please ensure your provider follows the guidelines in Step 3. |