This online path is intended to help those who want to transfer funds from one retirement account into another.
It can be used to assist in transferring funds between retirement plans or IRA accounts at GuideStone®
or from an account at a different institution to GuideStone.
Important Disclosure Regarding Use of This Online Rollover Tool
GuideStone® offers this rollover tool to allow individuals to complete rollover transactions
online. GuideStone does not provide rollover advice or recommendations, and individuals are encouraged
to seek independent tax and investment advice from a qualified professional and carefully consider
their options before making any rollover decisions. Individuals should consider a variety of factors,
including but not limited to available investments; differences in costs; services and fees; tax and
withdrawal implications; and legal ramifications. Other options are available besides rolling over your
employer-sponsored retirement plan or IRA, including leaving the account with your previous employer
or IRA custodian. An employer-sponsored retirement plan may offer advantages investors cannot get if
they roll the money into an IRA.
Before proceeding, please understand that you are solely responsible for making all decisions related
to this rollover transaction and for accurately entering all required information. GuideStone will
process the transaction in accordance with your request and the information provided. If you have any
questions or need administrative assistance, please contact GuideStone at
1-888-984-8433.