STEP 1
Log in to your Guideline account
Use the link below to open Guideline in a new window. Log in with your credentials and then move on to the next step.
Excellent
2. Click “Start”
3. Confirm your personal information and hit “Save and Continue” (you may need to type in your personal email address if it’s not on file already)
If you need to update your personal information, click on your name at the top right of your screen, then select “Settings”
4. Select “See other options”
5. Select “Roll your funds into another retirement account”
6. Select “Continue with Rollover”
7. Enter a reason for rolling over your plan to another provider (any one will do!)
8. Enter the information for your IRA provider, then Save and Continue
9. Review the confirmation screen and hit Continue
10. Select the checkbox next to “I have reviewed and understand the tax distributions above….” then hit Submit my Rollover Request
11. You should end up on a confirmation page once your rollover request was submitted!
Once you’ve submitted your rollover request, let your rollover concierge know by selecting “I submitted the rollover request” link from your Capitalize account dashboard. They’ll review everything and reach out to you with next steps.
2. Click “Start”
3. Click “Start”Confirm your personal information and hit “Save and Continue” (you may need to type in your personal email address if it’s not on file already)
If you need to update your personal information, click on your name at the top right of your screen, then select “Settings”
4. Select “See other options”
5. Select “Roll your funds into another retirement account”
6. Select “Continue with Rollover”
7. Enter a reason for rolling over your plan to another provider (any one will do!)
8. Enter the information for your IRA provider, then hit “Save and Continue”
9. Review the confirmation screen and hit “Continue”
10. Check the box next to “I have reviewed and understand the tax distributions above….” then hit “Submit my Rollover Request”
11. That’s it! You should end up on a confirmation screen once your rollover request was submitted!
Once you’ve submitted your rollover request, let your rollover concierge know by selecting “I submitted the rollover request” link from your Capitalize account dashboard. They’ll review everything and reach out to you with next steps.
