Roll over your 401(k) or 403(b) with Beagle
You can roll over funds from an existing employer-based retirement account, such as a 401(k) or 403(b), to your Composer IRA by following the steps below. Please be aware that this usually involves contacting your employer's retirement plan provider and requesting a rollover check.
This is why we have partnered with Beagle to assist you in this process! Beagle assists you in contacting your employer’s retirement plan provider and rolling over your account to Composer.
Head over to our special landing page on Beagle’s website here and begin entering your information. You will be prompted for your name, date of birth, and other information to locate your retirement accounts. After doing so, you can schedule a quick phone call with an expert from Beagle. During this call, Beagle will contact your employer’s retirement plan provider and assist you in rolling over your account.
How to Roll over a 401(k) or 403(b)
- Open a Composer IRA (Traditional or Roth). Once the account is opened and approved, you will receive a Composer Account Number.
- Contact your employer’s retirement plan provider with Beagle and let them know you would like to do a rollover to your IRA.
- Instruct them to make the check payable to:
Apex Clearing Corporation FBO (Your Name & Account Number)
- Once you have your rollover check, you can mail it to our clearing firm for processing. It is recommended that you receive a tracking number when mailing your check to our clearing firm, Apex. You can mail or overnight your check to:
Apex Clearing Corporation
Attn. Banking Department
350 North St. Paul Street, Suite 1300
Dallas, Texas 75201
- After mailing the check, please contact our team at help@composer.trade to ensure the rollover is processed without delay.
If you have any questions about this process, please contact our team. You are not required to use Beagle to roll over your retirement funds and may do so alone.