How to request 401k rollover from a very old employer?

Posted by Dolores
praveen_c asked:


Hi,

I left my 401k monies with my old employer. Its been about 20 months since I left them. I would like to rollover this money into my new account with the new employer. Is this possible?

Thanks!

401K

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This entry was posted on Thursday, October 29th, 2009 at 10:32 pm and is filed under Personal Finance. You can follow any responses to this entry through the RSS 2.0 feed. Both comments and pings are currently closed.

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2 Responses to “How to request 401k rollover from a very old employer?”

  1. src50 Says:
    November 1st, 2009 at 6:27 am

    Caffeinated Content

    Contact the 401(k) custodian for the old account. You should have statements from them.

  2. zaofreak_83 Says:
    November 2nd, 2009 at 10:24 pm

    Caffeinated Content - Members-Only Content for WordPress

    Step 1- Talk to new 401k administrator to see if the 401k roll-in is allowed. Ask them how to make the check payable and get a roll-over form from them. Ask if anything else is required such as a qualification letter or signature.

    Step 2- Call the old 401k administrator and request the rollover to your new plan. They may require a signature from you or an acceptance letter from the new plan. Tell them to send YOU the check made payable to the other intsitution.

    Step 3- Put the check and roll-over form in an envelope and send it to the new 401k administrator (unless other instructions are given.)