For Clients

Instructions for Rolling Over Assets

Call the custodian where your retirement plan is currently held
Instruct them that you would like to roll your balance to an OUTSIDE IRA
New Trustee/Custodian name is Charles Schwab (or Pershing)
Your Rollover IRA account number(s)
- This is an 8-digit number at Schwab, or a 9-letter/digit number at Pershing starting with "X"
- You can find your account number on your monthly statement, or call the office
Check PAYABLE TO CHARLES SCHWAB (OR PERSHING) can be mailed to:
- McNamara Financial Services
- 1020 Plain Street, Suite 200
- Marshfield, MA 02050
Do not endorse the check upon receipt
Please notify us the check is incoming