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What TD Bank address should I use when filling out a 401k form to have the vested amount deposited into my account?
May 18, 2015 04:41:54 PM
In reply to LB, Manhattan
Thank you for joining us on TD Helps. We’d be glad to assist.
If you are interested in transferring your existing 401(k), we would be able to file a direct rollover for you in one of two ways.
First, you could roll it over into one of our traditional retirement IRAs for a safe way to earn interest with no risk. You can take a look here for some helpful information to consider: http://bit.ly/1soncUL. We also encourage you to visit: http://bit.ly/1u2of1Y for details about the IRAs which are offered through TD Bank, including Savings and Term Deposit IRAs.
If you need additional details, you can check out a list of our Frequently Asked IRA Questions here: http://bit.ly/1j4SCQq. Please feel free to call our IRA Department at 800-231-8193 Option 4 with any questions. They're available Monday through Friday 8am–6pm and Saturday 9am–1:30pm.
If you've already been provided a check from your previous 401(k) or to roll these funds over, there may be forms that you need to fill out. We ask that you visit a TD Store during lobby hours for help.
The second way you could rollover your current 401(k) is into one of our IRA plans through our partners at TD Ameritrade. This would be a similar process, but could allow for more flexibility in structuring your retirement funds at a risk level you are comfortable with.
For more information about our TD Ameritrade accounts and services, please view your available options here: http://bit.ly/1uwjOqD. For information specifically pertaining to your 401(k) rollover including step-by-step instructions, please see here: http://bit.ly/1uvyvQR. For questions or concerns, you can reach out to a Retirement Consultant 24/7 at 800-213-4583.
If you have any further questions or concerns, feel free to contact our IRA Department mentioned above or visit a TD Store during lobby hours. To take a look at Store locations near you and their hours please visit http://bit.ly/TDStores.
We hope to hear from you soon and have a great day!
Megan K, Mount Laurel
May 18, 2015 04:42:55 PM