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Retirement Funds Access

What has been your experience in getting your retirement funds rolled over after a separation? Difficulties? Anything to watch out for?

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Post ID: @OP+1vy7B5vM

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Make sure you fill out the paperwork correctly with the receiving institution's information so the check can deposit correctly. I had to get mine reissued because of a small discrepancy in wording.

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Post ID: @2uhv+1vy7B5vM

SRD'ed in 2019. First check sent to me bounced when I tried to deposit to my IRA account. Had to restart the process again and second check sent to me was fine. About 2 weeks to actually get the check, if I remember correctly.

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Post ID: @1pcp+1vy7B5vM

They told me it would take between 30-60 days. It took mine 56 days from the time I submitted the pension choices form until the check arrived at my financial advisor's office.

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Post ID: @1hwo+1vy7B5vM

I think they said up to 10 days.

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Post ID: @rmp+1vy7B5vM

how much time transcurred to get the check?

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Post ID: @qvu+1vy7B5vM

I didn’t have any issues. Requested a check to rollover into my IRA. They sent the check and I deposited it into my IRA account. It was very straightforward.

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Post ID: @ain+1vy7B5vM

It took about 6 weeks for my transfer to happen after the rollover process started.

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Post ID: @upn+1vy7B5vM

Talk to the bank your rolling it over too. They will handle 90% since they want to house your money and are incentived to do it.

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Post ID: @iij+1vy7B5vM

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