WE LOOK FORWARD TO SPEAKING WITH YOU SOON!

You are all set with your Rollover/Transfer call meeting

In preparation for this call please have the following handy

  • Personal Information

    Your full name, contact information, and Social Security number. You may also need to provide your date of birth and marital status.

  • Delivering Account Details (i.e. 401k Plan)

    Account statement, account number (if you have one), and the address of record on your account. If you have online access to your account, it would be beneficial, although not quite necessary, to be logged in. If you haven’t already done this, please log in to the eMoney vault and upload a copy of your statement to the ‘Shared Documents’ folder so we can look at it together. 

  • Employer Information

    If you are rolling over a 401k from a previous employer, please have the employer’s name, contact information, and last date of employment ready.

  • Receiving Account Provider Information

    This is where we come in, we’ll have ready your new account information: company name, contact information, and the type of retirement account (Traditional IRA or Roth IRA). Don’t worry about this item since we will be on the call with you and have this information at hand.

During the call, you can expect the following

  • Introduction and Verification

    The representative will introduce themselves and verify your identity by asking for personal information.

  • The Representative will Ask Permission to Speak Freely With Us on the Line

  • Explanation of Rollover Process

    The representative will explain the rollover process, including the steps involved, any paperwork required, and the timeline for completing the rollover.

  • Answering Questions

    You can ask any questions you have about the rollover process, such as fees, investment options, or tax implications. The representative will provide guidance and address your concerns. You should expect to be asked if you’ve read the IRS “Special Tax Notice”, so you may want to review that before the call. Click here to view Fidelity’s version. 

  • Required Forms and Documents

    The representative may guide you through filling out any necessary forms or provide instructions on submitting documents like rollover request forms or account transfer forms.

  • Assistance from us as your Adviser

    Max, Ruth, or Saachi will be with you during the call to provide additional information and ensure the process goes smoothly.



Remember, it’s always a good idea to take notes during the call and ask for written confirmation of the rollover details once the process is complete.

When it’s time

Just give us a call at (732) 710-4934 when you get your reminder text and we’ll be ready for you.

Alternatively, our conference line has a direct dial number that will put you right into our conference room. Dial in at (732) 482-1367 and we’ll join you there. We get a notification when someone joins our conference room, so we’ll join you there shortly. Please be patient, as it may take us a minute to join you.

Talk to you soon!

If you have any questions before your meeting, please shoot us an email!

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