RE: LeoThread 2025-01-26 07:39

[jrizle]

An old 401k was successfully transferred yesterday, and here’s the process followed:

Comments

[jrizle]

1. Established a Rollover IRA.
2. Scheduled a call with a representative from Fidelity.
3. Allocated Roth assets into the Roth account.
4. Transferred all other funds into the Rollover IRA.
5. Signed a spousal consent form.
6. Had it

[jrizle]

notarized.

1. Faxed the documents to Fidelity, which was amusing!