whuff

Jan. 5th, 2011 09:00 pm
boogieshoes: (Default)
[personal profile] boogieshoes
i wasn't going to post again so soon, but i'm sort of looking at future frustration, and it's making me grumpy.

i have a 401k from old!job that i want to roll over to USAA, and i'm sure i *have* documentation as to my account number and such... somewhere.  or possibly these plan performance overviews with just the company plan number in them is the only number they have.  i don't know enough about 401ks and their documentation to know how that works.  the performance overviews are the only  documentation i get regularly about it....

the other frustration is rolling over the DL license to new!state.  i've looked at the requirements a couple times, but there's no specifics for transferring in from a different state.

and also, i need to pull the last of my bennies from the chase account... berk.

probably, i'm only this frustrated because i'm oddly tired today, but... berk.  none of these things can be *done* on the weekend, yet the weekend may be the only time i have to do them. gargh.

-bs

Date: 2011-01-06 03:24 am (UTC)
ext_18980: dichotomystudios.com (misc the office)
From: [identity profile] slavelabour.livejournal.com
If your 401K is through Fidelity (which handles a lot of larger/federal accounts), you can register (and manage) your funds online. If you guys are off in a smaller private sector then you should still be able to contact your old HR for information but, basically, you can go directly to whichever bank houses your 401K online. You just need to prove your identity and you're good to go. :)

Date: 2011-01-07 12:29 am (UTC)
From: [identity profile] boogieshoes.livejournal.com
that is very good information, since that is who i've got...

:-D

-bs

Date: 2011-01-06 03:49 am (UTC)
ext_267866: (Default)
From: [identity profile] buddykat.livejournal.com
Contact the administrator for your 401(k) - or the HR from your old job - and request a rollover form and whatever information you need to provide to them to roll your money to USAA.

When I moved from CA to PA, all I had to do was go to the local DMV office with my old DL, and proof of residency, and they happily gave me a PA license. No test or anything else needed. I was even able to register to vote at the same time.

Date: 2011-01-07 12:30 am (UTC)
From: [identity profile] boogieshoes.livejournal.com
good points both. thank you! i knew posting to lj would result in good stuff. ;-)

-bs

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