Retirement Account Integration with rebel Financial

University Employees

Want to integrate your retirement account(s) with us? This page will guide you through the process.

(Step 1) Determine The Level of Service For Your Needs

We have four models to choose from.

Understand Our Fee Schedule

Some inquisitions do not allow 3rd party fee billing, meaning if you would like to use rebel Financial as your advisor for your ARP/403b/457b accounts, an alternative fee schedule applies to your service. If you would like to know if your institution does/does not support rebel, please feel free to give us a call and we can talk you through the process.

(Step 2) Choose The Option You Want To Integrate With Us

457b Integration/Account Setup

(If you have a pre-existing account, skip to step 3)

Fill out your University/Institution's Salary Reduction Agreement Form and turn it into HR.

Ohio State University

Ohio University

Choose your provider and enroll online (when you reach the investment selection, just select the suggested target-date fund as your investment choice until our next meeting).

Let us know you have submitted your SRA form to your HR department, selected your provider,and  enrolled in your account online.

If you need to schedule an appointment with us click here

We will send you an eSignature request to sign our client agreement, a trading authorization form, a fee deduction authorization form, which you will need to sign and submit (not applicable for UC Employees).

You can get instructions on how to rollover your account here

403b Integration/Account Setup

(If you have a pre-existing account, skip to step 3)

Choose your provider and enroll online (when you reach the investment selection, just select the suggested target-date fund as your investment choice until our next meeting).

Columbus State ID: 55703

University of Cincinnati ID: 51408

Wright State University ID: 00236

University of Dayton: ID: 90135

Columbus State ID: 55703

Columbus Public Schools ID: 73488

Dublin City Schools ID: 62151

Let us know you have submitted your SRA form to your HR department, selected your provider,and  enrolled in your account online.

If you need to schedule an appointment with us click here

We will send you an eSignature request to sign our client agreement, a trading authorization form, a fee deduction authorization form, which you will need to sign and submit (not applicable for UC Employees).

You can get instructions on how to rollover your account here

ARP Integration/Account Setup

(If you have a pre-existing account, skip to step 4)

Complete your election form with the University and submit to HR (this must be done before the 120th day of your hire; do not wait until the last minute or you will be defaulted into the pension).

The Ohio State University

Ohio University

University of Cincinnati 

Wright State University

 

Choose your provider and enroll online (when you reach the investment selection, just select the suggested target-date fund as your investment choice until our next meeting).

Let us know you have submitted your  forms to your HR department, selected your provider,and  enrolled in your account online.

If you need to schedule an appointment with us click here

(Only if you had a previous ARP) We will send you an eSignature request to sign our client agreement, a trading authorization form, a fee deduction authorization form, which you will need to sign and submit.

You can get instructions on how to rollover your account here

Want To Get Started?

Let's Answer Your Questions and Get You Set Up.

No worries, your first appointment with us is complementary.