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You'll need to get in contact with the current account holder. You'll need to fill out rollover paperwork indicating where your funds will be going, or whether funds will be issued to you by check.

You will also need to contact whatever brokerage you want to roll your money into. You can establish a rollover account before you actually cash out of the old brokerage.

We did this process when my wife was laid off last year. We rolled over funds from Citigroup to Vanguard. It was much easier than I thought it would be.

NEM
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