Get rewarded up to $125 for taking control of your old 401(k)s1
With $3B+ in retirement assets rolled over, Capitalize is a platform you can count on.
Save time and stress rolling over your 401(k) when you rely on Capitalize to handle the busy work. Their experienced support team is available via phone or email whenever you need to guide you step by step through the entire process, including:
Filling out the right forms
Following up with your 401(k) provider
Sending you notarized checks and pre-stamped envelopes
Need to find your old 401(k) before you can roll it over? Use Capitalize’s Finder service — learn more below.
Capitalize will handle all the details to help you find your old 401(k) — here’s how it works:
Enter a few pieces of information, like past employers and ZIP codes where you’ve lived.
Capitalize will run a comprehensive search to identify old or forgotten retirement accounts associated with your name.
Need help recovering the funds in your old account? Upgrade to Capitalize Premium 401(k) Search & Recovery.
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FAQs
You can earn rewards when you manage your retirement savings with an eligible product. Follow the link from your NerdWallet+ rewards portal to earn:
The 401(k) Finder is offered by Capitalize, a digital rollover solutions platform. Their 401(k) Finder tool securely searches multiple databases to help you find retirement savings accounts associated with your previous employers. You’ll need to provide a few details about yourself, including your name, birth date, phone number, ZIP code, and social security number.
You can get started with your search for free. Capitalize will let you know up front how many accounts they found associated with the information you provided. If they don’t find any accounts, there is no charge. If there are found accounts, to see details about the accounts, you can pay for an upgrade. This cost is not included in your NerdWallet+ membership. Pricing information is available from Capitalize.
A 401(k) rollover is when you transfer money from a 401(k) to another retirement savings account, usually an IRA. A rollover is what most people choose to do with the money they’ve saved in their 401(k) account when leaving a job.
Capitalize helps manage the entire process, including helping you follow the proper process, pick a new individual retirement account (IRA) and, if you choose, dealing with your old 401(k) providers for you.
Basic self-guided rollovers are always free.
If you choose to open an individual retirement account (IRA) with one of Capitalize’s preferred partners, you also can take advantage of expert support services for free.
If you choose to open an IRA with a financial institution that’s not one of Capitalize’s preferred partners, you’ll have the option to pay for additional expert support services if you want them. The cost of those additional services is not included in your NerdWallet+ membership.