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    Mutual funds

    Automatic rollover accounts

    To service an existing account, call 1-800-848-0920

    To purchase Nationwide funds, call 1-877-245-0761 to talk to a specialist, or speak with your financial professional.

    Are you a financial professional or institutional investor?
    Learn more about offering Nationwide mutual funds as a financial professional, contact a Nationwide wholesaler at 1‑877‑877‑5083, or visit our site for institutional investors.
    When you separated from your previous employer, your retirement plan assets were converted to an IRA Automatic Rollover with Nationwide Funds. Your account was funded with the proceeds from an existing retirement plan, such as a 401(k) or 403(b). Your former employer authorized that your assets be invested in a Nationwide Funds IRA. This typically occurs in one of the following instances:
    • Your former employer was not able to contact you and your account balance was less than $5,000
    • Your former retirement plan was terminated

    Your investment was placed in the Nationwide Government Money Market Fund that meets the “safe harbor” requirements established by the Department of Labor. We encourage you to speak with a financial professional and consider how these assets fit within your overall investment plan. We offer a full range of asset allocation portfolios, equity funds and fixed-income funds to help meet your evolving financial needs. Our funds are suitable for a variety of investment objectives, risk tolerances and time horizons.

    Investment options

    Nationwide Funds offers a full range of asset allocation portfolios, equity funds and fixed-income funds to help meet your evolving financial needs.

    Action needed for rollover accounts

    If you haven’t already done so, please complete our Automatic Rollover Application. We need a completed application on file so we can:
    • Confirm the information required under the provisions of the Patriot Act of 2001
    • Protect your account information
    • Give you account access so you can make changes to your account, like trades, address changes and beneficiary designations

    Automatic rollover application (PDF)

    Need more information?

    For questions about your IRA automatic rollover account and Nationwide Funds, please call 1-800-848-0920.

    For more information about the Customer Identification requirements of the U.S. Government’s Patriot Act or information concerning IRA Automatic Rollovers, please visit IRS.Gov and reference Section 326 for the Customer Identification Program, and Section 401(a)(31) of The Economic Growth and Tax Relief Reconciliation Act of 2001 regarding IRA Automatic Rollovers.