This entails your current provider sending us a check of your funds directly, for your benefit. Get started today.
You'll answer a couple of questions, and receive an email with the full, personalized instructions (how the check should be issued and where it should be sent) to complete your rollover.
Please note that Traditional funds must be rolled over into a Traditional IRA and Roth funds must be rolled over into a Roth IRA. If you aren't sure which type(s) of funds you have, contact your current provider or HR representative. You can always convert a Traditional IRA into a Roth IRA after the rollover.
To see if your retirement plan is eligible to be rolled over into a Roth or Traditional IRA, please check the IRS Rollover Chart. You can also check out our guide to retirement plans.
These instructions only apply if you’d like to roll your funds into a Betterment IRA. Learn how to transfer funds into an existing Betterment 401(k).