![]() Instructions on creating or editing your Pie can be found in our Help Center, and our team is available to answer additional questions you may have. The funds will be invested into your Pie according to your auto-invest settings. Once your check is received by Apex Clearing, it will be deposited into your M1 IRA. Prepare your M1 account for your rollover check If the check is made payable to you rather than Apex Clearing, please endorse the check prior to forwarding.Īfter the check is mailed to Apex Clearing, please allow 14 days for delivery before contacting us.Ĥ. However, if the check is sent directly to you, forward the check to Apex Clearing at the address above. Ideally, your plan’s administrator will mail your rollover check directly to Apex Clearing. Include your name and M1 IRA account number in the memo line.Make the check payable to “ Apex Clearing ”.You will need to provide the following information to your plan administrator when requesting your rollover check: If it isn’t, we recommend contacting your previous employer to obtain that information. Your plan administrator’s contact information may be available on your account statement or paystubs. Check delivery: will the plan administrator send the rollover check directly to M1’s clearing firm, Apex Clearing, or to your home address? An option to have the check sent via certified mail or with tracking may also be available.Account registration: does the name on your employer’s account match the name on your M1 account? A name mismatch may result in funds being sent back to the plan administrator.Specific rollover requirements: does the plan administrator require paperwork, a letter of acceptance, or a Medallion signature guarantee to rollover your funds? If you’re rolling over a 403(b) or 457, third party administrator (TPA) approval may be required.While you are speaking with them, you can ask about the following: If it is not the case, you’ll want to contact them directly via email or phone and state that you would like to initiate a rollover to your M1 IRA. Your 401(k) provider may allow you to complete this form online on their website, often located under a section such as “Account Details,” “Withdrawals,” or “Rollover.” Initiating a rollover typically requires you to complete a form that provides instructions on where you’d like your funds to be sent. ![]() If you have questions about the tax status of your assets, contact your plan administrator or review your most recent account statement. If you’d like to roll your pre-tax assets into a Roth IRA, we recommend speaking to a tax professional since this is a taxable event.If you’re rolling over both pre-tax and Roth assets, open a Traditional IRA and a Roth IRA.Open a Roth IRA to preserve tax-free status of your Roth (post-tax) retirement plan assets.Open a Traditional IRA to maintain tax-deferred status of your pre-tax retirement plan assets.The tax status of the assets within your employer plan will likely inform which type of IRA you open: This should be your first step if you don’t already have an open M1 IRA. ![]() ![]() Schedule time to speak with a M1 team member Or follow the se steps to begin your rollover : Let us help you roll over your 401K, 403(b), or 457: ![]()
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