Skip to main content
Vestwell Help Center home page
Submit a request
Sign in
  1. Vestwell
  2. Saver Support
  3. How do I..? & FAQ's
  4. Rollovers & Withdrawals

Rollovers & Withdrawals

  • Withdrawing Money in Retirement
  • In's and Out's of a 401k Rollover to Vestwell
  • Direct Rollover vs. Indirect Rollover
  • Taxation of Distributions and Withdrawals - Chart
  • How to Request a Rollover Into My Vestwell Account
  • Why Vestwell Needs Incoming Rollover & Distribution Forms
  • Rollovers – Contacting the Account Provider from Your Former Employer
  • How Do I Request a Rollover Into my Vestwell Account From a SIMPLE IRA
  • Rollover Request Form FAQ
  • How To Request A Rollover Out Of Your Vestwell Account
  • How to Request a 401(k) Withdrawal (a.k.a. Distribution)
  • You've Just Withdrawn Money From Your Account. What's Next?
  • How to Request a Loan from Your 401(k)
  • Repaying Your Loan While Employed
  • Loan Repayment Upon Termination