How do I transfer an existing retirement account into an IRA with The Benefit Pros?
If you don’t have one already, the first step is to open an IRA. Then, follow the instructions below to transfer funds or assets from another financial institution. Savings Accounts and CDs Follow these instructions to request a transfer into your IRA Savings Account with a carrier of The Benefit Pros: • Log in to 401khelp.net with your Customer Number or Saver ID and PIN • Click on your IRA Plan • Select the ‘Plan Maintenance and Forms’ icon • Click on the Request for Trustee Transfer form • Print, complete, and mail the form to: The Benefit Pros – IRA Servicing PO Box 1014 Granite City IL 62040 Before you initiate a transfer, please contact the other financial institution to see if there are other steps you have to take to authorize the transfer. Investment Accounts Follow these instructions to request a transfer into your IRA with a carrier of The Benefit Pros: • Log in to your 401khelp.net account • Go to Accounts > Forms & Applications • Click on the Transfer assets from another b
