How to request a Letter of Acceptance (LOA)

If you are rolling money into your Guideline account, the financial institution sending the funds may require a Letter of Acceptance (LOA). This letter simply confirms that Guideline is able to accept the funds from your inbound rollover.

Guideline can create a personalized Letter of Acceptance for you to send to your current provider.

To request a Letter of Acceptance, please contact participant support. We’ll need you to confirm your identity by providing one piece of information from each column:

Level 1 information	Level 2 information
Email address on file Secondary email address Date of birth* Residential address Phone number	Guideline account ID Date of separation of employment (if applicable) Date of 401(k) enrollment Pay date of first or last contribution Beneficiary name

*Date of birth can only be accepted in phone call verification. It is not permitted for verification via email.

Additionally, to complete the letter, we’ll need to know the type of account you have with the other provider (e.g., traditional IRA, Roth IRA, SIMPLE IRA, SEP IRA, Thrift Savings Plan, 403(b), etc.) and 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.

Contact support

How do I roll over other retirement accounts to my Guideline 401(k)?

How do I transfer or rollover other retirement accounts to my Guideline IRA?

How to request a distribution from your Guideline IRA

Mobile app guide: How to roll over other retirement accounts into Guideline

Can I move money from a SIMPLE IRA to my Guideline 401(k) or IRA?