Frequently Asked Questions
I want to roll over my 401(k)
To roll over an existing 401(k) account into a Portfolio 21 IRA:
- Print and fill out an IRA application
In section 3. "Type of IRA" select "Rollover IRA"
Mail to the address provided on the application
Contact former employer or 401k administrator for transfer documents.
Call Portfolio 21 at 877.351.4115 to obtain your new account number. (For use on your transfer documents.)
Submit paperwork to your 401k administrator. (Your administrator will release the funds from your old account into your new account.)
I want to transfer an IRA