IRA Rollover

When you left your last job, did you leave retirement savings behind?

Cashing out could mean severe penalties, but leaving the funds untouched will prevent you from reaching your true investing potential.

Consolidate your former accounts into Self-Directed IRAs today to allow your money to grow tax deferred.

How to Rollover Your Employee Sponsored Plan to The Entrust Group  

Step 1 - Complete the Rollover Form and Submit It to Entrust

Option 1: Completing the Account Transfer Form using the Entrust Client Portal

Go to the Entrust Client Portal, to the “Transactions” tab, and click on “Fund Account” on the left-hand side then select “Rollover.”

Fill out the online application and submit it.

Attach a photocopy of a complete statement (no more than 6 months old) from your current custodian. It should contain the following:

• • Client name
  • Custodian information (Name, address, and phone number)
  • Account number (Current pension plan, 401(k), or IRA)
  • Type of account (Traditional IRA, Roth IRA, SEP, SIMPLE, ESA, or HSA)

Option 2: Completing the process via paperwork:

Download the Rollover Form here.

• • Confirm that you have valid identification (ID) on file. If an account was not opened online, ensure we have a valid ID by calling our Client Services Department at 800-392-9653, ext #1. Here are the forms of ID we accept.
  • Include a complete statement (no older than 6 months) from your current custodian. It should contain the following:
  • Client name (first and last)
  • Custodian information (Name, address, and phone number)
  • Account number (Current pension plan, 401(k) or IRA)
  • Type of account (Traditional IRA, Roth IRA, SEP, SIMPLE, ESA, or HSA)
  • Include a detailed list of all assets you are rolling over to Entrust if any.
  • Submit the completed form along with required documents to Entrust.
  • Former custodian/pension plan providers that require a letter of acceptance should send their requests to Transfers@TheEntrustGroup.com.
  
  

  Documentation that must be completed and/or signed by Entrust, send to:

  Mail: The Entrust Group, 555 12^th Street, Suite 900, Oakland, CA 94607

  Fax: Write “Attention Transfers” on the cover page and fax to (510) 587-0960

  Email: Transfers@TheEntrustGroup.com (only submit via email if permitted by your custodian)

Step 2 - Contact Your Current Custodian

Once you have completed your rollover form, contact your current custodian to let them know you need to withdraw funds from your account. Follow your current custodian’s withdrawal actions and adhere to the steps below for a Direct or In-Direct Rollover to send your funds to Entrust. 

• • Direct Rollover:

Have your current custodian make the check payable to:

The Entrust Group, Inc. FBO [Client Name] Account # [Entrust Acct. Number]

Example: The Entrust Group, Inc. FBO John Smith Account #12345

Check(s) can be mailed directly to The Entrust Group at:

The Entrust Group, 555 12^th Street, Suite 900, Oakland, CA 94607

Once we have received your funds from your current custodian, you’ll receive a Confirmation Email. If you haven’t received this email from us within 7-10 days after reaching out contact your current custodians for the status of this rollover. 

• • 60-day Rollover:

After receiving the check from your custodian, endorse the back portion and send it to The Entrust Group at:

The Entrust Group, Inc. FBO [Client Name] Account # [Entrust Acct. Number]

Example: The Entrust Group, Inc. FBO John Smith Account #12345

After we receive your check and deposit it into your account, you will receive a confirmation email. If you don’t receive a confirmation email within 7-10 business days of sending the check, please contact us for an update.