What’s your next move?
Get more information about your account balance, investment options and distribution choices. Good sources for information are your statements, the plan’s web site and Summary Plan Description.
Consult with a trusted professional. Your financial and/or tax professional can offer additional assistance to help you evaluate your choices in light of your entire financial picture.
Make your decision. If you decide you’re ready to roll over your balance follow the steps below.
- Step 1: Contact the service provider for your old company’s retirement plan to initiate a distribution from your account. You will likely need to complete some type of withdrawal request form provided by the service provider.
- Step 2: Elect a rollover to your 401(k) plan. Securian’s payment information for checks and wire transfer is provided on the Incoming Rollover Request form. This form can be found after logging in at securian.com/retirement in the Plan Documents section of the Account Detail page.
- Step 3: When the check is received or wire transfer is sent, complete Securian’s Incoming Rollover Request form.
- Step 4: Forward the completed paperwork and check (if applicable) to Securian.
Mail: Securian Financial P.O. Box 64787
St. Paul, MN 55164-0787
We’re here to help. Give us a call at 1-888-900-1953.