{"product_id":"401k-rollover-checklist","title":"401k Rollover Checklist","description":"\u003cp\u003eA 401k rollover checklist opens the new account first, prefers a direct transfer, and resets beneficiaries after the money lands.\u003c\/p\u003e\n\u003cp\u003ePeople request a check in their own name, miss the forward deadline, and discover tax withholding later.\u003c\/p\u003e\n\u003ch2\u003eWhy This Happens\u003c\/h2\u003e\u003cp\u003eThe old portal has a big withdraw button. Direct-transfer wording and beneficiary forms look like fine print.\u003c\/p\u003e\n\u003ch2\u003eWhat's Inside\u003c\/h2\u003e\u003cp\u003eInteractive 401k rollover checklist with destination, transfer, in-motion, and landing zones plus a done gate. Not a job-offer comparison. Instant download, printable.\u003c\/p\u003e\n\u003ch2\u003eQuick Tips\u003c\/h2\u003e\u003cp\u003eOpen the new account before you request money\u003c\/p\u003e\u003cp\u003eAsk for a direct rollover\u003c\/p\u003e\u003cp\u003eReset beneficiaries on the new account\u003c\/p\u003e\n\u003cp\u003ePairs well with: \u003ca href=\"\/products\/job-offer-comparison-checklist\"\u003eJob Offer Comparison Checklist\u003c\/a\u003e, \u003ca href=\"\/products\/end-of-year-financial-reset-tax-planning-checklist\"\u003eEnd Of Year Financial Reset Tax Planning Checklist\u003c\/a\u003e, \u003ca href=\"\/products\/new-job-first-90-days-checklist\"\u003eNew Job First 90 Days Checklist\u003c\/a\u003e, \u003ca href=\"\/products\/annual-performance-review-salary-negotiation-checklist\"\u003eAnnual Performance Review Salary Negotiation Checklist\u003c\/a\u003e\u003c\/p\u003e\n\u003ch2\u003eFrequently Asked Questions\u003c\/h2\u003e\u003ch2\u003eIs this a job-offer checklist?\u003c\/h2\u003e\n\u003cp\u003eNo. This 401k rollover checklist starts after you leave or change jobs and need to move the old plan. Comparing offers is earlier.\u003c\/p\u003e\n\u003ch2\u003eShould the check be in my name?\u003c\/h2\u003e\n\u003cp\u003ePrefer a direct rollover to the new custodian. A check payable to you can start a short deadline and a tax withholding.\u003c\/p\u003e\n\u003ch2\u003eDo Roth dollars mix with pre-tax?\u003c\/h2\u003e\n\u003cp\u003eKeep them labeled. Ask both custodians how each balance will be coded.\u003c\/p\u003e\n\u003ch2\u003eDid my beneficiaries move?\u003c\/h2\u003e\n\u003cp\u003eNo. Fill out the beneficiary form on the new account.\u003c\/p\u003e","brand":"ChecklistsFor","offers":[{"title":"Default Title","offer_id":46328504877100,"sku":null,"price":4.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0734\/7034\/5260\/files\/401k-rollover-checklist-cover.png?v=1791082937","url":"https:\/\/www.checklistsfor.com\/products\/401k-rollover-checklist","provider":"ChecklistsFor","version":"1.0","type":"link"}