Some providers require a Letter of Acceptance (LOA) from the account receiving rollover funds to confirm that Guideline is able to accept the funds. Guideline can create a personalized Letter of Acceptance for your rollover.
To request a Letter of Acceptance, please contact participant support. We’ll need the following information from you:
Your date of birth
The name (individual or financial institution) and address of the letter recipient
The type of account you have with the letter recipient (e.g., traditional IRA, Roth IRA, SIMPLE IRA, SEP IRA, Thrift Savings Plan, 403(b), etc.)
If there is any specific information the letter recipient needs noted in the letter
Ready to get started? Find out how to rollover other retirement funds to Guideline.