Rollover Checklist:

Three Steps to Roll Over Your 401(k)

We can help you every step of the way as you move your money from an old 401(k) or other workplace savings plan to a Fidelity IRA.

A rollover specialist can answer your questions, help you initiate the distribution, and see you through the rest of the process. Use this checklist or call 832-647-9590 to get started.

Step 1:

Open a Fidelity Rollover IRA At Woodlands Portfolio Management

Give us a call and we will send you the applications necessary to open your Fidelity rollover immediately.  Call our specialist at 832-647-9590.You may need to open a Fidelity Roth IRA if you have a Designated Roth Account (a Roth 401(k)) and would like to roll it over to a Roth IRA, or if you want to directly roll over your old 401(k) to a Roth IRA.Rolling your 401(k) to a Roth IRA would incur taxes. Call and speak with a rollover specialist to learn more.

Step 2:

Move your money to Woodlands Portfolio Management

Request a distribution from your old 401(k) plan. A rollover specialist can help you contact your former employer’s plan administrator, or you can contact the administrator on your own. Follow the instructions for any of these conditions that apply to you:

Mailing addresses

Regular Mail:
Woodlands Portfolio Management
ATTN: John A Ramirez-Financial Advisor
5014 Hidden Mill Dr
Spring, TX 77389

If the plan administrator processes the rollover via check, the check must be made payable to “Fidelity Investments, FBO: [your name]/[Fidelity IRA account number].”

• If the plan administrator processes a rollover via wire, call Woodlands Portfolio Management 832-647-9590 to obtain wiring instructions. Be sure to tell the plan administrator to include your Fidelity IRA account number on the wire.

Woodlands Portfolio Management will notify you by email and phone call when your funds have arrived.

Step 3:

Woodlands Portfolio Management will Create a Portfolio for you

We will create a retirement plan, invest your assets, and help you stay on track.

• Call to schedule an appointment where you’ll get a complimentary portfolio review.

For one-on-one help, call and speak with one of our investment professionals. They can help you understand your investment choices and work with you to help build a retirement strategy based on your goals.

Note: If you are transferring an IRA from another financial institution, please use the IRA Checklist.