401k Rollover Checklist
A 401k rollover checklist opens the new account first, prefers a direct transfer, and resets beneficiaries after the money lands.
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A 401k rollover checklist opens the new account first, prefers a direct transfer, and resets beneficiaries after the money lands.
People request a check in their own name, miss the forward deadline, and discover tax withholding later.
Why This Happens
The old portal has a big withdraw button. Direct-transfer wording and beneficiary forms look like fine print.
What's Inside
Interactive 401k rollover checklist with destination, transfer, in-motion, and landing zones plus a done gate. Not a job-offer comparison. Instant download, printable.
Quick Tips
Open the new account before you request money
Ask for a direct rollover
Reset beneficiaries on the new account
Pairs well with: Job Offer Comparison Checklist, End Of Year Financial Reset Tax Planning Checklist, New Job First 90 Days Checklist, Annual Performance Review Salary Negotiation Checklist
Frequently Asked Questions
Is this a job-offer checklist?
No. This 401k rollover checklist starts after you leave or change jobs and need to move the old plan. Comparing offers is earlier.
Should the check be in my name?
Prefer a direct rollover to the new custodian. A check payable to you can start a short deadline and a tax withholding.
Do Roth dollars mix with pre-tax?
Keep them labeled. Ask both custodians how each balance will be coded.
Did my beneficiaries move?
No. Fill out the beneficiary form on the new account.
Reviews
Common questions
How do I get my checklist after buying?
You'll get an instant download link in your order confirmation email, plus access to the interactive version if you're a subscriber.
Does this work on my phone?
Yes. Every checklist is built mobile responsive, with clickable checkboxes that work in any browser.
Can I print it?
Yes, every checklist includes a clean printable version alongside the interactive one.