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Request for Direct Rollover to a Traditional IRA

The Request for Direct Rollover to a Traditional IRA form is located behind the login. In order to access this form, you will need to select "Personal" from the Account Login drop-down menu found at and login to your account.

Want more information? Get step-by-step instructions for Accessing Account Information on (PDF: 453 KB).

Once you've logged in, go to the Account Summary for your IRA, click "More Service" in the left navigation and click the rollover/transfer form.

When accessing the request for direct rollover to a Traditional IRA form in the future, please go to or and log in to your account by selecting "Personal" from the drop down menu.

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