Secure 401(k) — PortfolioLab

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401(k) ROLLOVER CONCIERGE · SECURE

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Please check the information below and fill in anything missing. Plan providers use it to match accounts to you.

Home Street Address *

City *

State *

ZIP Code *

Date of Birth *

Why we ask for your Social Security number: retirement plan providers index accounts by SSN. Searches without it often miss accounts, so providing it significantly increases the chance we find everything you're owed.

Social Security Number *

PortfolioLab never stores your SSN. It is encrypted in transit and passed directly to Beagle, our 401(k) search partner, who uses it only to locate your accounts.

This page is encrypted (HTTPS). Your Social Security number is never stored by PortfolioLab; it is passed directly to Beagle to locate your accounts and is not kept after that.

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