Give an old 401(k) new life—in 3 steps. You can roll over a 403(b) or another qualified retirement plan into your IRA, too. Either way, we’ll help your rollover go smoothly. (You should consider these points before deciding if a rollover is right for you.) Step 1 Let your former employer or plan administrator know you want to roll your account over. They’ll need a few instructions, which you can print from our website. Learn more. Step 2 Tell us if your previous employer or plan administrator needs our help to get things going. We can start a rollover to your account here on your behalf. Learn more. Step 3 We’ll let you know when your previous account’s assets have been rolled over—or you’ll receive a check for that account’s funds. If so, just deposit it into your IRA. Learn more.