If you’d like to request a distribution, rollover or transfer from your Guideline IRA, you should first confirm which type of distribution you would like as IRS restrictions may limit your options.
If you wish to distribute your IRA to yourself or rollover the funds to another IRA or qualified plan, you can access the Transfers tab located on the right hand side of the account on the drop down menu by your name. There, you will be able to submit your request.
If you are looking to transfer your funds to another IRA, to process a transfer our team will require a Letter of Acceptance from the new provider made out to Benefit Trust Company, PO Box 12765, Overland Park, KS 66282.
You will be able to share the Letter of Acceptance via the distribution application.
Once the request is submitted, please note that processing typically takes about 3-4 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.