Rollover IRA Quick Start Guide

Step 1. Open your Schwab Rollover IRA

• Open a rollover IRA online to get started on your own, or call 866-855-9095 to have a Rollover Consultant handle all the details for you.

Step 2. Fund your account

• Contact your former employer’s plan administrator and tell them you want a direct rollover of your plan assets. 
• Complete any forms required by your former employer(s).
• Decide how you want your retirement assets distributed.
• Ask your employer to deposit your funds directly into your Schwab Rollover IRA.

• Instruct your employer to mail the check to the following address:

• If your employer made your rollover distribution check made payable to you, rather than to Schwab, view our Rollover FAQs to find out what to do.

Step 3. Invest your funds

• Contact Schwab to receive personalized guidance on how to get the most out of your retirement savings.
• Select from a wide range of investments from a variety of firms.