Frequently Asked Questions

Website Questions

How much does RolloverSystems cost?
RolloverSystems is entirely free to you, the plan participant.

How does RolloverSystems provide this service for free?
RolloverSystems does not charge you, the plan participant, for our services. We are compensated by the financial institutions that participate in the RolloverSystems Network whenever we provide them with a rollover account.

What types of retirement plans can I roll over at RolloverSystems?
You can use RolloverSystems to roll over 401(k), 403(b), 457, thrift savings and pension plans.

What information do you collect?
We ask questions about you, the retirement plans you want to roll over and the investment options that are most important to you. Once you select a financial institution, that financial institution will have additional questions about you, your company retirement plan, beneficiaries and current employer in order to complete the Rollover IRA application.

What information should I have available to expedite completing the rollover process?
You should have the following information ready prior to your rollover process:

1. Your most recent company retirement plan statement
2. Information about your company retirement plan:
• Account number
• Account balance
• Plan Sponsor name
• Plan Sponsor phone number
• Plan Sponsor address
3. Information about your current or most recent employer:
• Company name
• Company phone number
• Company address
4. Birth date and Social Security number of all beneficiaries
5. Your Social Security number
6. Employer Code and Password, if you were directed here by your employer

How long should it take me to complete my rollover form using RolloverSystems?
It should not take longer than 20-25 minutes providing you have your plan information ready to enter.

When I finish filling out the information on the website, what forms are produced as part of my rollover package?
This varies based on the financial institution you selected along with how you accessed the website. Each financial institution has a Rollover IRA application, and they may also have a separate authorization form that will be populated with the information you provided during the process.

If you are accessing our website through an employer-sponsored desktop application, a distribution form will also be part of your packet.

An instruction sheet describing what you need to do to submit the application is also part of your paperwork.

How can I tell the progress of my Rollover IRA application once I mail it to RolloverSystems?
Some financial institutions can accept digital signatures and do not require you to sign and return a paper copy of the forms. In these instances, your new account will begin processing almost immediately after you have completed the online form. Otherwise we will notify you by email once we receive your Rollover IRA application. You can also view the status of your rollover when you log into your account on the RolloverSystems website.

How long will I be able to access my information online?
RolloverSystems will keep your rollover information online for 90 days.

What happens if I don’t receive a match with any financial institution?
We are constantly adding financial institutions to our Network, so please continue to check back with us as often as you like.

What if my application doesn't print correctly?
Your printer may not have an updated printer driver to print PDF files. Make sure you are using the most current printer driver for your printer. You may have to download a new printer driver. To do this, visit the website of your printer manufacturer. Remember: You will only need to print a copy of your completed application for your personal records.

What if I cannot view the completed application?
The most likely cause is not downloading the Acrobat Reader which is used to view your rollover application. Acrobat Reader is free software and can be downloaded from Adobe.

How secure is my information?
Very secure. RolloverSystems uses the most secure technology available to make sure the information you send us remains confidential.

RolloverSystems utilizes the Secure Socket Layer (SSL), an Internet security technology, to transmit data across the Internet. Once we have your information, it is stored in a secured database behind a firewall. In addition, we encrypt your password using a 128-bit encryption algorithm before it is stored in our system.

For more information regarding security, please refer to our Security page.

Will my information be shared or sold?
We will not sell any of your information to any third party. RolloverSystems will share your information with your selected financial institution, but only once we receive your Rollover IRA application.
For more information regarding our privacy policy, please refer to our Privacy Policy page.

What happens if I enter my email address incorrectly?
It is important to enter your email address correctly since we use your email to contact you concerning the progress of your application. RolloverSystems is not responsible for any errors or delays if an email address is entered incorrectly.

If you do mistakenly enter a wrong email address, please contact customercare@rolloversystems.com to help make the correction.

How do you contact me if I don’t have an email address?
RolloverSystems's mechanism for updating a participant concerning their rollover status is through email. You can get one for free through web-based services such as MSN or Yahoo.

If I have any questions concerning the RolloverSystems process, who do I contact?
Please send your comments or questions to customercare@rolloversystems.com or call us at (888) 600-7655 from 9:00 a.m. until 5:00 p.m. Eastern Standard Time.