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Personal Investments • Anyone Rolled Over a 401k into an IRA and Roth IRA at Chase Bank?

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The first time I rolled over (2023) I had to submit forms. This last spring I just got the FBO instructions from the form (but didn’t need to submit anything) and deposited via the app.

Hope that’s helpful!

Statistics: Posted by PghPharmBoy — Fri Oct 24, 2025 8:27 pm — Replies 7 — Views 382



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