Some providers require a letter of acceptance from the account receiving rollover funds to confirm that Guideline is able to accept the funds. Guideline can create a personalized Letter of Acceptance for your rollover.
To request a Letter of Acceptance, please contact participant support. We’ll need the following information from you:
- Your date of birth and Guideline account number
- The name (individual or financial institution) and address of the letter recipient
- The type of account you have with the letter recipient (such as a Traditional IRA, Roth IRA, SIMPLE IRA, SEP IRA, Thrift Savings Plan, 403(b), etc)
- If there is any specific information the letter recipient needs noted in the letter
Ready to get started? Learn more about How do I rollover my retirement account to Guideline?