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Transfer or Rollover your existing Traditional or Roth 401K

Eligibility
Account Details
Beneficiaries
Funding
E-Signature
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Account type

Start-up Traditional IRA or Roth IRA
IRA Rollover or Direct Transfer to a Traditional IRA or Roth IRA This is an inherited IRA
401k or other qualified employer sponsored plan rollover or direct transfer to a Traditional IRA or Roth IRA

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

Fair investment returns?*

Bank of America Savings (Standard): 0.01%

Money Market: 0.85%

CapitalOne 360 Savings: 3.40%

5-year CD yield (Marcus): 3.90%

10-year treasury yield: 4.13%

Do your homework!

Diversify

Varying maturities

Individual accounts

Real estate

Equipment

Hard assets

Fixed interest rate

Easy to understand

Payments you can count on

No hidden costs

No hidden fees

Asset-secured

See the asset yourself

Extra protection on your investment

Invest like the Smart Money®

U-Haul Holding Company has filed a registration statement (including a prospectus) with the U.S. Securities and Exchange Commission (SEC) for the offering to which this communication relates. Before you invest, you should read the prospectus in that registration statement and other documents the issuer has filed with the SEC for more complete information about U-Haul Holding Company and this offering. You may get these documents for free by visiting EDGAR on the SEC Web site at www.sec.gov or under the Investment Opportunities/View Full Details pages of this website.

* Effective November 3, 2025. Per bankofamerica.com, depositaccounts.com, capitalone.com, Marcus.com, and treasury.gov. Provided for comparison purposes only. Actual rates may vary. U-Haul Investors Club® is not responsible for nor does it guarantee accuracy of rates posted. U-Notes are not FDIC insured.