Rollover Your IRA

A Rollover IRA allows you to consolidate retirement savings from previous employers including a 401(k) or 403(b), while still receiving the tax-deferred status.

How Do I Rollover My 401k?

• Contact your former employer or plan administrator to request the paperwork to begin your distribution. Request your distribution check is made payable to American First Credit Union and For Benefit Of: your name.
  e.g. American First Credit Union FBO Your Name
• Complete an IRA rollover form and Traditional IRA application
• Choose your investment

Why Should I Rollover My 401k to an IRA?

• Your money continues to grow tax deferred
• No fees
• Consolidate your funds to a single IRA