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Whether you choose a Direct Rollover, where we handle the transfer of assets with your plan administrator, or an Indirect Rollover where you receive a check and then re-invest the funds in an IRA, AARP Financial makes it easy to roll over your 401(k), 403(b), 457, IRA, or other retirement plan.

Not sure which type of rollover is right for you? Our Financial Advisors can help you identify the steps necessary to get you started. Call us at 1-866-218-6142. Or click here to learn more.

Get Started

DOWNLOAD FORMS

Get the forms here.
Mail them to us when
you're done. 

REQUEST A KIT

Let us mail you a
complete kit with
brochure and forms.

Have questions? Call 1-866-218-6142

The Financial Advisors are investment adviser representatives of AARP Financial Inc., an investment adviser.


While AARP endorses the services provided by AARP Financial Inc., AARP does not offer financial products or services itself and cannot recommend that you or any specific individual should purchase any particular product or service. AARP Financial Inc. is an investment adviser and a subsidiary of AARP.