If you have an old Xerox 401(k), you have a few options, but rolling your funds over into a Charles Schwab IRA is a great way to keep track of your savings and make sure you’re in control, not your former employer.

We’ve made it easy to roll over your Xerox 401(k) into a Charles Schwab IRA:

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Step 1

Get your Charles Schwab IRA ready

Most people who choose to do a 401(k) rollover move their funds into an IRA (or individual retirement account). IRAs give you more control over your savings and investments because they aren’t limited by the terms and fees negotiated by your employer.

We can use your existing Charles Schwab IRA if you have one, or help you open the right type of IRA with Charles Schwab depending on your 401(k) situation!

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Step 2

Submit your Xerox & Charles Schwab info

We just need a few details about you in order to verify your identity and authorize the transfer from Xerox to Charles Schwab on your behalf.

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Step 3

We’ll handle the rest

Our team of experts help ensure your Xerox funds make it to Charles Schwab and are safely deposited into your IRA with no unexpected tax implications!

It's easy to get started

Get connected with a rollover expert

We’ve moved hundreds of Xerox 401(k)s into a Charles Schwab IRA. Rest easy knowing you have an expert in your corner throughout the entire process.

Get started

Xerox 401(k) Details

Xerox
Xerox
Website
n/a
Phone number
Each plan has a company-specific phone number found through the Xerox 401(k) login link
Fax number
Each plan has a company-specific fax number found through the Xerox 401(k) login link
Hours of operation
Unknown

Charles Schwab IRA Details

Charles Schwab
Charles Schwab
IRA products
Schwab
Self-managed IRA
Schwab Intelligent Portfolios
Automated IRA
Address
PO Box 388, Richfield, OH, 44286