Can I roll over an existing 401K into an optionsXpress IRA?
If you are changing jobs or retiring, you can roll a 401k plan (403b, PSP, MPP) into an optionsXpress Traditional or Rollover IRA account. To facilitate the rollover of funds, contact the 401k plan administrator for the distribution paperwork. Your fund administrator will then distribute the funds payable to your optionsXpress IRA. The trustee of the optionsXpress IRA will be Delaware Charter, but the plan administrator should make funds payable to optionsXpress for the benefit of (FBO) your name and mail it to us. If the check is made payable directly to you, a Rollover Certification form must accompany the check.
