Once your rollover check is mailed to Guideline’s custodian, Benefit Trust Company, expect approximately 7-10 business days for Benefit Trust Company to receive it, if mailed via first-class USPS.
You will receive an email confirmation when the check is received by Benefit Trust Company, and once received, the funds should be attributed to your account in approximately 3-5 business days.
You will receive another email when the rollover is complete.
Guideline will contact you directly if additional information is needed from you to accurately attribute the funds.
Do I need to report my contributions from this year if I’m rolling over that account to Guideline?