Distributions & Rollovers
- ★ How to distribute (or rollover) your 401(k) funds from Guideline
- ★ I was auto-enrolled — can I get my money back?
- ★ How do I rollover my retirement account to Guideline?
- What types of retirement accounts can I roll into my Guideline account?
- My rollover check has been mailed to Guideline - what should I expect next?
- When can I roll funds into my Guideline account?
- How do I make an indirect rollover?
- Do I need to report my contributions from this year if I’m rolling over that account to Guideline?
- I need a medallion signature guarantee - can Guideline provide one?
- How do I roll over the funds from one Guideline 401(k) account to another Guideline 401(k) account?
- Requesting a Letter of Acceptance (LOA)
- Do I qualify for a 401(k) loan?
- How long will my hardship withdrawal request take?
- How do I request a hardship withdrawal?
- Where is my check?
- What happens to my 401(k) loan if I am no longer with the company?
- My company is terminating the 401(k) plan — what happens to my 401(k) loan?
- My company is moving to a new provider — what happens to my existing 401(k) loan?
- My company is switching to Guideline — what happens to my existing 401(k) loan?
- If my employer’s plan shuts down, when will I have access to my funds?
- Why is there a distribution fee?
- Taking a 401(k) cash disbursement after leaving your company
- How do I submit a Qualified Domestic Relations Order (QDRO) request?
- I’m getting divorced: What is a Qualified Domestic Relations Order (QDRO)?
- Rolling over your 401(k) to your new employer’s plan after leaving your company
- Rolling over your 401(k) to a Guideline IRA account after leaving your company
- Keeping your funds in your Guideline 401(k) account after leaving your company
- What happens to my Guideline 401(k) account if I leave the company?
- I’m a non-US resident, am I eligible to participate?
- How long will my 401(k) loan request take?