Complete Your Rollover

Here's How To Successfully Complete Your Rollover

Next, open the rollover documents you just downloaded, and:

1. Print your rollover/transfer packet
2. Sign and date each page where applicable
3. Fax or mail your rollover packet to your current custodian

If you want to initiate another rollover, click here to begin another transfer packet. Remember that your Solo 401k has unlimited incoming direct rollovers!

Congratulations on completing this step toward controlling your destiny!