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How To Roll Over Your 401(K) Into Your Altruist IRA

Rolling over your 401(k) into your Altruist IRA requires a few extra steps, but with this guide, you’ll have everything you need for a seamless transfer.

Step 1: Contact Your 401(k) Plan Administrator

Reach out to your previous 401(k) plan administrator and request a direct rollover into your Altruist IRA.

✅ Important: The rollover check must be made payable to:
“Altruist Financial LLC FBO [Your Full Name]”
(FBO stands for “For Benefit Of”)

Example:
Altruist Financial LLC FBO John Doe

What if the check is made payable to you instead?

If the plan administrator issues the check to you directly (called an indirect rollover), that's still acceptable as long as:

  • No taxes are withheld from the check.

  • The check is still made payable to: "Altruist Financial LLC FBO [Your Full Name]."

If taxes are withheld, you may face additional tax consequences, so it's best to request a direct rollover whenever possible.

Step 2: Mail the Check to Altruist

If you receive the rollover check yourself, follow these steps:

  1. Write your Altruist IRA account number clearly on the memo line of the check.

  2. Complete and sign the Altruist Deposit Slip (Click Here).

    • Select "Direct Rollover" as the deposit type.

  3. Mail the check and deposit slip to the following address:

    Altruist Financial LLC
    300 S. Pearl Expressway, Suite 250
    Dallas, TX 75201

How to Locate Your Altruist IRA Account Number

Need your account number to complete the deposit? Here's how to find it:

  1. Log in to your Altruist account here.

  2. Navigate to "Accounts" from the dashboard.

  3. Select your IRA account from the list.

  4. Your Altruist IRA account number will be listed under the account details.

Need Help?

We’re here to make this process as simple as possible. If you have any questions or would like someone to walk you through it, please reach out:

  • Contact Us: help@advisor.com

We’re happy to help ensure your rollover goes smoothly!

Note: Processing times may vary based on your previous plan administrator. Once Altruist receives and deposits the check, you’ll be able to view it in your account dashboard.