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Asked 4/26/2010

Ex boss won't send 401k rollover forms

I quit my old job 02/28/10 because of a hostile boss/owner. On march 23rd I sent a letter requesting rollover forms so I can deposit it to my UBS account. so far I have no reply. My ex boss is the administrator of the 401 funds and I won't call him because of the circumstances of me quiting. (there isn't a HR department because it's a small company)What is my next step to retrieve this money? thanks in advanced for any help

 
 
 
 
 
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Answer 1/2 - Submitted 4/26/2010

Bite the bullet and call to confirm he got the request for forms, and inquire as to when you can expect your rollover forms.

If the circumstances of you quitting are so horrid that you've got a restraining order that prohibits you from contact, have your lawyer call for you.

 
 

Answer 2/2 - Submitted 4/26/2010

Forgot to point out I was there for over 10 yrs full time

 
 
 
 
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