To roll over funds from one Guideline 401(k) account to another, your accounts must first be merged under the same email address. If your accounts are merged, a “Switch Accounts” option should be available in the drop-down menu under your name in your participant dashboard, which allows you to toggle between your accounts.
If your accounts are not yet merged, contact participant support with the following information to allow us to verify your identity and assist you with the account merge process:
Your date of birth
Your Guideline account IDs you’d like to have merged
The email address you would like the accounts merged under
Whether the companies sponsoring the 401(k) accounts are related business entities, if known
Once your accounts are merged, you can begin the rollover process via the distribution task in the account you would like to move your funds from. Within Account Settings of your participant dashboard:
Select “Distribution”
Click “View Options”
Select “Start”
Select “Roll your funds into another Guideline account”
Please note that no check will be issued for a Guideline-to-Guideline rollover, as the transfer of funds will occur internally within the Guideline system.