Steps to open a Rollover IRA
This checklist will help take the guesswork out of opening a new Rollover IRA.
Gather your most recent statements from your former employer (or ask us how we can help).
Talk with a Merrill Edge rollover specialist: 1.888.MER.EDGE (1.888.637.3343).
Give us a call, and we'll walk you through the entire process. You and a Merrill Edge rollover specialist will talk with your former employer or plan administrator to determine their requirements to initiate your 401(k) rollover.
We will work with you to help you complete and return any required paperwork to your former employer. Your plan administrator will then send us a rollover check, and we'll deposit it into your Rollover IRA account.
Open a Rollover IRA and select investments. Choose your own investments with a self-directed Rollover IRA or get guidance from a Financial Solutions Advisor for your Merrill Edge Advisory Center account.
Call us to get started with your Rollover IRA
Rollover specialists are available 24/7.