Make your Free
401k Rollover Request

  • Answer simple questions to make your document
  • Sign & share your document online
  • Save progress and finish on any device; download & print at home

How it works

  • Build your
  • Save, print
    & share
  • Sign it &
    Make it legal
Sample 401k Rollover Request Form Template
How it Works
Build your Document
Save, Print & Share
Sign it & make it legal


rocket lawyer 5 star rating

Kasia M.

"Rocket Lawyer is a helpful tool for professionals who need legal documents at an affordable price."

401k Rollover Request basics

You've left your job - but your 401k doesn't follow automatically. Take control with a 401k Rollover Request. Maybe you want to roll it into an IRA. Maybe you just want to let a different company manage it. People have a knack for leaving these accounts behind. Bring yours up to speed with a 401k Rollover Request.

Use the 401k Rollover Request document if:

  • You want to provide notice of an election to "roll over" a 401k account balance.

Your 401k probably isn't doing you much good sitting stagnant in an old account. But a 401k Rollover Request can help get your retirement really rolling again. Maybe you're in a new job and are getting matching funds from your employer. Nice work! You'll gather even more interest if you roll over old accounts into this one. Or maybe it's time for retirement. There's more to it than dusting off the golf clubs and volunteering to babysit grandkids. Don't forget about your retirement account from your working days. It can still be going to work for you - even if your work is now relaxing, traveling, and volunteering. A 401k Rollover Request helps make managing your retirement funds easy.

Other names for this document: 401k Rollover

Read {{ showMore ? 'Less' : 'More' }}

Sample 401k Rollover Request

More than just a template, our step-by-step interview process makes it easy to create a 401k Rollover Request.

Save, sign, print, and download your document when you are done.

Get legal advice

From Rocket Lawyer On Call® attorneys.

Characters remaining: 600

Ready to make your Free 401k Rollover Request?

Your document is free within your one week membership trial.

Meet ALL your legal needs with a Rocket Lawyer membership.
Document Defense®
Have an attorney ready to defend your document
Document Review
Review up to 6 documents a year with an attorney
Ask a Lawyer
Get 2 Q&A sessions with an attorney every month
1-on-1 Legal Advice
Enjoy 30-minute consultations  on each new legal matter
Exclusive Discounts
Save on additional legal services from our nationwide network of lawyers
Unlimited Documents
Access hundreds of legal documents, plus extra features like electronic signatures