Direct Rollover Out Process

1. Account owner needs to fill out the rollover paperwork from the other plan management company.
2. After that company processes the request on their end, they will send us a letter of acceptance and instructions on how and where to send the funds.
3. If received in good order before 4pm EST on a business day, the rollover distribution will be processed with that night's market close. Check and confirmation would be sent out the next business day (standard mailing time to receive is approximately 7-10 business days). A confirmation email will arrive 2-7 business days after processing.
   • Request needs to be for a cash liquidation of all funds and include an acceptance letter with mailing instructions for the check. We will not process in-kind rollovers or distributions.