Rollover Basics

Everything you need to know about 401k rollovers.

Find your old 401k

Find your old 401k

We specialize in finding old 401ks instantly using our employer-lookup database. If we can’t find it right away, our rollover concierge team will track it down for you — for free.

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Do your 401k rollover online in just a few minutes!

We’ll help you track down your old 401k, choose an IRA, and guide you thorough the entire process, for free!

Why use Capitalize?

401k rollovers can be tricky and the process varies depending on your 401k provider. Some providers require you to track down and fill out a form, others require a phone call with you and many will mail you a check to forward on to your new IRA provider. Selecting the right IRA can also be confusing if you’ve never done it before. The entire process can feel like a daunting and time-consuming process. 

The good news is that we’ve got a team of experts ready to assist with your rollover. We guide you through the entire process and our experts are here along the way if you have any questions or concerns.

It’s 100% free for you, and most of the process can be done online in just a few minutes.