There are times when you can transfer your 401k retirement account. Performing a 401k Rollover is a common practice when you leave your job or retire. It is usually a good idea to rollover your 401k since other investment opportunities can often be more flexible while improving fund performance.
The following letter template can be used to formally request a 401k rollover. The document includes statements related to a transfer to an IRA account and also includes form with IRA and trustee information. This letter can be modified to fit different scenarios.
401k Rollover Letter
