Roll over my 401(k)
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To roll over an existing 401(k) account into a Portfolio 21 IRA:
1. Print and fill out an IRA application
In section 3. "Type of IRA" select "Rollover IRA"
2. Mail
Mail to the address provided on the application
3. Transfer
Contact former employer or 401k administrator for transfer documents.
4. Call
Call Portfolio 21 at 877.351.4115 x21 to obtain your new account number. (For use on your transfer documents.)
5. Submit
Submit paperwork to your 401k administrator. (Your administrator will release the funds from your old account into your new account.)