How do I rollover a Qualified Retirement account to/from Hewitt Financial Services?
To HFS: To rollover a 401(k) or other qualified retirement plan to an IRA you should first establish a Rollover or Traditional IRA. Then contact the plan administrator to request a rollover check made payable to: Pershing LLC FBO your name. Please make sure they include the new HFS account number on the check. From HFS: To process a rollover from your IRA to your company’s retirement plan, please submit an IRA Distribution Form and specify a Direct Rollover to a Qualified Plan. Please request a Letter of Acceptance from your plan administrator stating the Plan is willing to accept the rollover check for deposit from your HFS IRA. Please make sure the letter is signed by the plan and is printed on company letterhead.
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