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Instruct your employer to mail the check to: Charles Schwab & Co., Inc., P.O. Box 2339, Omaha, NE 68103; If your employer made your rollover distribution check payable to you rather than to Schwab, see our Rollover IRA common questions to find out what to do.
Follow these instructions to learn how to roll over your current 401(k) into a Traditional or Roth IRA at Schwab.
If you're looking for assistance with your Schwab account, please contact Charles Schwab customer service. We're happy to help anytime.
Discover your 401k Rollover Options: transferring, tax advantages, fees, and more. Learn how to roll over your old 401k into an IRA to maximize your benefits.
To complete this process, you'll need to choose between one of two funding options available to you: Direct Rollover and Indirect Rollover. A direct rollover requires your prior plan administrator to send a check directly to Charles Schwab, thereby depositing funds to your account directly.
Schwab Charitable Fund has entered into service agreements with certain affiliates of The Charles Schwab Corporation. Please read the Schwab Intelligent Portfolios Disclosure Brochures for important information, pricing, and disclosures relating to Schwab Intelligent Portfolios.
An Individual Retirement Account, or IRA, can help you reach your retirement goals. Find out which IRA type may best help you save on your taxes.
Schwab makes it easy to roll over your 401(k). Take control of your retirement savings with a Rollover IRA. Open an Account. Talk to a Schwab Rollover Consultant 877-290-8545
Schwab Rollover Consultant at 1-877-412-6116. • If you want to open a new Schwab account, please attach a completed Open a Schwab One ® Account application to this form. • International transfers can be initiated by visiting international.schwab.com. Please Remember:
Learn about an individual retirement account, including how to open an IRA, IRA contribution limits, Roth IRA conversions, Roth vs. Traditional IRA calculators, rollovers, and withdrawals.