This article is only for employer-sponsored plans such as a 403(b), 401(k), etc. To roll out your GuideStone Funds IRA, please contact us at 1-888-GS-FUNDS (888-473-8637).
If your funds are available for distribution, you can request a rollover online through MyGuideStone®. GuideStone will not accept another institution's paperwork to transfer your retirement account.
Once logged in, follow the steps below:
1. Click the “Retirement and Investments” tab.
2. Click “Manage Accounts”.
3. Under Withdrawals, click “Make a Withdrawal” to open the withdrawal tool.
4. On the page that you select the amount to withdraw, check the box, "I would like to roll over to GuideStone Funds or another institution" and follow the next steps.
Please carefully read the Special Tax Notice on the signature page. This notice has important information about the taxation of your distribution and is time-sensitive. You may also request a copy of the special tax notice to be mailed to you for free.
Is a rollover the best option for you? Here are some Key Things to Consider Before Rolling Over
If you no longer work for an institution affiliated with GuideStone, you can still contribute and have access to the same award-winning, Christian-screened funds with a GuideStone IRA! You can also roll your existing retirement account to a GuideStone IRA! Click here to learn more about IRAs with GuideStone, and contact us if you would like to start the process of simply moving your GuideStone retirement account to a GuideStone IRA.