Organize Your 401(k) Rollover From the First Call to Tax Season
A practical 12-page workbook with checklists, phone scripts, trackers, and worksheets to help you compare your options, document the process, and stay organized.
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401(k) Rollover Workbook
A practical system for keeping the important details of your rollover organized from the first call through tax season.
Complete Workbook
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What's Inside
More than a one-page checklist.
The workbook follows the real workflow: calls, paperwork, confirmation numbers, deadlines, and tax-season records.
6-Step Checklist
A printable sequence from locating the old account through saving tax records.
Three Phone Scripts
Prompts for your old plan, a new employer plan, and an IRA provider.
Paperwork Tracker
Record dates, representatives, confirmation numbers, amounts, and follow-up notes.
Tax-Season Checklist
Organize 1099-R, 5498, statements, confirmations, and unusual rollover notes.
Common Mistakes Review
A final pre-flight review for withholding, Roth, employer stock, fees, and other issues.
60-Day Emergency Worksheet
A focused worksheet if a distribution was paid to you personally.
Traditional vs. Roth Reminder
A plain-English checkpoint before moving pre-tax or Roth money.
PDF + Editable DOCX
Print the workbook or type directly into the editable worksheets.
Who It's For
Useful when you want a written process.
- ✓ You recently left a job and have an old 401(k).
- ✓ You are comparing leave-it, new-plan, IRA, or distribution options.
- ✓ You want to record calls, dates, forms, and confirmation numbers.
- ✓ You want rollover-related tax documents organized in one place.
What It Is Not
Not personalized advice.
- • Not personalized financial advice.
- • Not personalized tax or legal advice.
- • Not an investment recommendation.
- • Not a substitute for current IRS guidance or your own plan documents.
IRA Rollover Checklist
Use the free interactive checklist for the core rollover steps and reminders.
Use the Free Checklist →401(k) Rollover Workbook
Adds scripts, trackers, an emergency worksheet, editable worksheets, and a full organization system.
Designed to complement the free checklist, not replace current IRS guidance or professional advice.
Keep the Details of Your Rollover From Getting Scattered
Use one practical workbook to keep calls, paperwork, confirmation numbers, deadlines, and tax-season records together from the first conversation through follow-up.
One-time purchase
One-time $19 charge • Secure checkout through Payhip