Dear Envoy Choice Account Holder,
The next step in rolling over to the new Envoy IRA is to complete this quick online form.
Do not hit SUBMIT until you have completed all the required information. If you wish to stop and come back later, simply logout or close your browser window. You can then finish it at your convenience by logging back in with your email address. However, you need to complete the form by January 15, 2020 to avoid having your existing IRA account frozen.
When you are ready to start, click the START THIS FORM button below. As always, please let us know if you have any questions or problems.
The Envoy IRA Transition Team
(888) 879-1376
