IRA Rollovers

                                    


401k IRA Rollover Checklist

Control your retirement savings left at a former employer & initiate a Rollover today.

 

Moving your assets into a single Rollover IRA requires some paperwork and contact with your past employer(s).

 

Give us a call at 1.888.747.5679 ext 286 / 299 and we will help you through this simple process.

 

 

 

 

 

 

Step 1

 

Open an LIS Investments Rollover IRA account over the phone or request an appointment.

 

 

Step 2

 

Initiate transfer of assets

 

Contact your former employer or plan administrator and request the proper form that is required to initiate the transfer of your 401K into an IRA rollover account.  Fill out the distribution form and be sure to request the transfer of your assets be sent directly to your new LIS Investments  IRA account number which will be given to you once we have completed Step 1.

 

If your former employer or plan administrator requires LIS Investments to complete a section or sign the distribution form, please mail the distribution form to LIS Investments  (see address below) and we will complete the required section and mail the paperwork to the plan administrator.  Remember to include the mailing address for the plan administrator.

 

LIS Investments

C/O Salvatore Gambino & John D. Fenimore

400 Broadhollow Road Suite 1

Farmingdale, NY 11735

 

If you have a rollover check sent directly to you from your former 401k plan, please deposit it into your checking account and write your LIS Investments IRA account number on the check made payable to:

 

Ridge Clearing

 

 

Step 3 

 

Implement your investment strategy

 

That's it.  Congratulations, you have now taken control of your financial future.

 

 

Welcome to LIS Investments!