Once you've created and submitted your rollover request in the Vestwell portal, let your previous provider know how and when they can send funds to us. We accept funds via check, ACH, or wire.
Required account information to include on your check/ACH/wire will be TPA 000429 (07 Account Number). Your 07 Account Number will be available in the profile section of your saver portal under "Account Information," and also provided in an email after completing the rollover request form.
Standard or Overnight Mailing Address:
Standard:
Matrix Trust (DEN)
Attn: TPA 000429
P.O. Box 3595
New York, NY 10008-3595
Payable to:
Matrix Trust Company
FBO (Participant Name)
Memo:
TPA 000429 (07 Account Number)
Overnight:
Note: FedEx or UPS are recommended for overnight delivery. We ask that our clients not use the USPS Priority Express overnight option, as we are unable to track these packages once delivered to the postal office.
JPMorgan Chase – Lockbox Processing
Attn: Matrix Trust (DEN) – Lockbox 3595
4 Chase Metrotech Center
7th Floor East
Brooklyn, NY 11245
Payable to:
Matrix Trust Company
FBO (Participant Name)
Memo:
TPA 000429 (07 Account Number)
If you have already received a check from your previous provider, please complete the steps above. You will be required to include account numbers TPA 000429 (07 Account Number) in the memo line of your check if it is not already included.
It is important to note checks typically need to be received by us within 60 days of being issued from your previous provider to avoid early withdrawal penalty taxes. You may want to consult with a tax professional with any questions or concerns that you have.