Rolling Over a 401(k) or Other Employer Plan
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      1. Support Center
      2. Funding My Self-Directed Account
      3. Rolling Over a 401(k) or Other Employer Plan

      Do I Need to Provide a Statement?

      Statements are not required on IRA transfers.

      For all rollovers from Employer Sponsored Plans, you will need to provide a copy of your most recent statement.  This statement must be recent (within 6 months) and must show the Financial Institution where the funds are, the Account Owner's Full Name, Account Type, Account Number, and Cash/Asset Values.