401k Rollover Letter Template

401k Rollover Letter Template

There are times when you can transfer your 401k retirement account. Performing a 401k Rollover is a common practice when you leave your job or retire. It is usually a good idea to rollover your 401k since other investment opportunities can often be more flexible while improving fund performance.

The following letter template can be used to formally request a 401k rollover. The document includes statements related to a transfer to an IRA account and also includes form with IRA and trustee information. This letter can be modified to fit different scenarios.

401k Rollover Letter Template

401k Rollover Letter Template

401k Rollover Letter

401k Rollover Letter Template was last modified: April 7th, 2016 by Rob

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