Moving Assets to Janus Henderson

In many cases, Janus Henderson does not require you to fill out a form to complete a rollover. To determine if you need to submit a direct rollover form, call a Janus Henderson Representative at 800.379.7603. We can take instructions over the phone or help you learn more about the direct rollover process.

There are three ways to initiate the rollover process:

1. Contact a Janus Henderson Representative
2. Download a Direct Rollover Form
3. Initiate a Direct Rollover Online

There are two ways to move your IRA to Janus Henderson: a rollover or an asset transfer. The differences between the two come down to what’s reported to the IRS and who handles the checks.

In a rollover, assets are withdrawn from the IRA you want to transfer as a distribution and later purchased into the Janus Henderson IRA as a rollover purchase. Rollovers are tax reportable, but if the rollover is completed within 60 days of receiving the assets, the distribution is not subject to income tax or penalties. However, the IRS only allows investors one rollover per each 12-month period.

Asset transfers or trustee-to-trustee transfers are not tax reportable and can be accomplished with the Janus Henderson IRA Transfer Form. Complete the form, send it back to us and we will take care of the rest. Your funds will be transferred from your existing IRA directly into a Janus Henderson IRA and there is no tax reporting required. Learn more about the IRA transfer process or fill out the IRA transfer form today.

Have questions about a transfer? Call a Janus Henderson Retirement Specialist at 800.525.1093.

DOWNLOAD IRA TRANSFER FORM

INITIATE AN IRA TRANSFER ONLINE

If you already own Janus Henderson mutual fund shares in a taxable account held at another company, you can move them to Janus Henderson through a share class conversion to our Direct (D) share class.

This process moves your existing Janus Henderson mutual fund shares directly to Janus Henderson without creating a taxable event for you.

Move your mutual fund shares to Janus Henderson today. Just download, complete and send us the Janus Henderson Share Class Conversion Form.

DOWNLOAD SHARE CLASS CONVERSION FORM

Moving or transferring a Coverdell Education Savings Account (ESA) to Janus Henderson is easy. You’ll just need to download and complete the Coverdell ESA Transfer Form and send it to Janus Henderson.

You may need to contact the firm that holds your existing ESA to see if it has any special transfer requirements.

After you send the transfer form to us, we will request the transfer and notify you once the assets have arrived. You can learn more about the Coverdell Education Savings Account or download the transfer form.

DOWNLOAD ESA TRANSFER FORM