Frequently Asked Questions
Definition Questions
- What is RolloverSystems?
- What is a Rollover?
- What is an IRA?
- What is an authorization form?
- What is a distribution form?
- What is a Plan Sponsor?
Financial Questions
- Which financial institutions are associated with RolloverSystems?
- What choices do I have with my 401(k) or other company retirement plan?
- How will my funds initially be invested in my new IRA account?
- What is a money market account?
- When will my selected financial institution contact me?
- How is the money transferred from my former employer to my selected financial institution?
- What if I already have a distribution check?
- About how long will the entire Rollover process take?
- Does RolloverSystems provide all the forms required to roll over my company retirement plan?
- What if I have plans from multiple employers?
- Once I mail my application to RolloverSystems, what is the relationship between my new Rollover IRA, my selected financial institution and RolloverSystems?
Website Questions
- How much does RolloverSystems cost?
- How does RolloverSystems provide this service for free?
- What types of retirement plans can I roll over at RolloverSystems?
- What information do you collect?
- What information should I have available to expedite completing my Rollover process?
- How long should it take me to fill out the necessary information to complete my Rollover?
- When I finish filling out the information on the website, what forms are produced as part of my rollover package?
- How can I tell the progress of my application once I mail my application to RolloverSystems?
- How long will I be able to access my information online?
- What happens if I don't receive a match with any financial institution?
- What causes my application not to print correctly?
- What if I cannot view the completed application?
- How secure is my information?
- Will my information be shared or sold?
- What happens if I enter my email address incorrectly?
- How do you contact me if I don't have an email address?
- If I have any questions concerning the RolloverSystems process, who do I contact?
