MUTUAL FUNDS

Opening a Rollover IRA

Opening a Rollover IRA with State Farm Mutual Funds® is easy. Follow the steps below, or contact a State Farm® agent.

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Step One: Open a Traditional IRA

NOTE: A State Farm IRA must be set-up before State Farm receives the funds. If you already have a State Farm IRA, consider combining other assets into your existing IRA.

Step Two: Contact Your Current Custodian

  1. Let the current custodian know you want to roll over your assets to a State Farm IRA, and verify the account is eligible for rollover. Then find out if there are any applicable fees with the rollover.
  2. Ask if they will process the rollover request by phone, if so request the rollover now. If not, ask for the specific forms and ask if there are any deadlines for submitting paperwork.
  3. If you are submitting paperwork to the current custodian, ask them to write your State Farm IRA account number on your distribution check and

Make it payable to:
State Farm Mutual Funds, FBO: <your name>

Mail to:
PO Box 219548
Kansas City, MO 64121-9548

If you have any questions regarding your rollover to State Farm Mutual Funds, simply contact your local State Farm agent or call the Mutual Funds Response Center at 800-447-4930.

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Risk Disclosures

Investing involves risk, including potential for loss.

A 10% tax penalty may apply for withdrawals from tax-qualified products before age 59½

When rolling over a 401(k) into an IRA it's important to do a full comparison on the differences in the guarantees and protections offered by each respective type of account as well as the differences in liquidity/loans, types of investments, fees, and any potential penalties.

AP2013/11/2107

Not FDIC Insured

  • No Bank Guarantee
  • May Lose Value