To roll over an existing 401(K) account into a Trillium Small/Mid Cap IRA:
In section 3, “Type of IRA” select “Rollover IRA”
Mail to the address provided on the application.
Contact former employer or 401k administrator for transfer documents.
Call Portfolio 21 at 866-209-1962 to obtain your new account number. (For use on your transfer documents.)
Submit paperwork to your 401k administrator. (Your administrator will release the funds from your old account into your new account.)
To transfer an existing IRA into a Trillium Small/Mid Cap IRA:
To transfer an existing traditional IRA into a Trillium Small / Mid Cap IRA: