My rollover check has been mailed to Guideline - what should I expect next?

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?

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