Yes, you can roll over your 403(b) into an M1 Finance IRA. Here's how:
First, start by opening an M1 IRA account. You will need to designate your M1 IRA account number to process your 403(b) rollover.
Second, you will need to contact your current 403(b) administrator. Due to industry regulations, we cannot do this for you. Follow the instructions below to have a seamless transition.
- Contact your current 403(b) administrator to tell them you want to initiate a rollover (If you don’t know who your administrator is, just check your last statement).
- Instruct your existing 403(b) administrator to make the check payable to Apex Clearing. The check must include your name and IRA account number (your IRA account number is found in the account information drop down) in the memo line for us to process it.
- Send the 403(b) rollover check to:
Apex Clearing Corporation
350 N St Paul Street, Ste 1300
Dallas, TX 75201
If the 403(b) sends your distribution check to you personally, then you will need to send your distribution check to Apex Clearing Corporation directly at the address above.