Requesting a Letter of Acceptance (LOA)

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?

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