Rollover Center
Are you changing jobs or retiring and need help understanding your distribution options? Or, are you looking to consolidate your retirement accounts?
Changing jobs or retiring
Deciding what to do with your retirement account when you change jobs or retire can be a challenging decision. Let us help!
Our Rollover Specialists will:
- Explain your plan distribution options
- Explain the benefits and considerations of each distribution option
- Explain potential tax and penalty consequences
- Provide assistance for working with a financial professional
- Provide you with pre-filled AUL IRA forms (when rolling to an AUL IRA)
If you have questions on your distribution options, contact us at 1-800-348-6229, option #1. Or, e-mail us at rolloverspecialist.rs@oneamerica.com.
Account Consolidation
Consider the benefits of account consolidation
- One point of contact for your retirement questions
- Reporting of your retirement assets on a single account statement
- One account for allocation and diversification of your retirement portfolio
To initiate a rollover into your AUL retirement account
- Check with your current employer - Does your plan allow for rollovers?
- Check with your prior carrier - Will they accept an AUL form or do they require their own paperwork?
- If the prior carrier will accept an AUL form, complete the Rollovers and Direct Transfers form, then:
| Mail the form to: | American United Life Insurance Company® P.O. Box 368 Indianapolis, IN 46206-0368 |
Note: The Rollovers and Direct Transfers form cannot be used to initiate a rollover out of your AUL retirement account. To obtain the appropriate form, please contact our Participant Service Center at 1-800-249-6269 between 8 a.m. and 8 p.m. Eastern Time (ET), Monday through Friday.
- If you have a rollover check in hand, make sure your name and AUL plan number are on the front of the check, then:
| Mail the check to: | American United Life Insurance Company® 6805 Reliable Parkway Chicago, IL 60686 |
If you have questions on account consolidation or the rollover process, contact us at 1-800-348-6229, option #2. Or, e-mail us at directrollover.rs@oneamerica.com.
Tax qualified retirement plans from American United Life Insurance Company® (AUL) are funded by an AUL group annuity contract. While a participant in an annuity contract may benefit from additional investment and annuity related benefits under the annuity contract, any tax deferral is provided by the plan and not the annuity contract.
Registered group variable annuity contracts issued by AUL are distributed by OneAmerica Securities, Inc., Member FINRA, SIPC, a Registered Investment Advisor, 433 N. Capitol Ave., Indianapolis, IN 46204, 1-877-285-3863, which is a wholly owned subsidiary of AUL.
