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U-Haul Investors Club®

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Transfer or Rollover your existing Traditional or Roth 401K

  1. Eligibility
  2. Account Details
  3. Beneficiaries
  4. Funding
  5. E-Signature
  6. Activate Account!
Account type

All fields are required, unless otherwise indicated. This information will not be shared with or sold to any third party.

Rollover/Direct Transfer type

Eligibility questions
1. For the 401K Plan from which you wish to transfer funds, have you severed all employment ties with the sponsoring employer?

This is an application for opening a self directed individual retirement account with the custodian Oxford Life Insurance Company for IRA investors of U-Haul Investors Club. I authorize and direct Oxford Life Insurance Company to deposit all funds into the U-Haul Investors Club® account established for my IRA. Upon acceptance, Your IRA custodian will be:

Oxford Life Insurance Company
2721 North Central Avenue
Phoenix, AZ 85004