How long will my withdrawal (or rollover) request take?

Once Guideline receives your distribution request we will process as quickly as administratively feasible. Processing typically takes about 1-2 weeks, though these timelines can vary. Once your request is submitted, you will receive an email shortly after with an expected timeline, and another email notification when your check is ready for mailing. Please expect approximately 7-10 business days for check delivery via USPS addressed from our custodian, Benefit Trust Company.

Please note that if you’ve requested a rollover between one Guideline account to another Guideline account, no check will be mailed. Instead, your funds will be transferred directly between your Guideline accounts in approximately 3-5 business days once Guideline has finished processing.

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