How to add the money back to Your Ellevest IRA (CARES Act)

In order to repay your withdrawal(s) back into your Ellevest IRA (which is separate from your annual contribution limit), our custodian Goldman Sachs Custody Solutions, formerly Folio, requires the Rollover Certification Form to be completed. You’ll need to complete this form and attach it along with a check for your deposit and mail both to Folio at the address below. The form will need to be completed for each deposit made.

Folio Institutional

ATTN: IRA Department

8180 Greensboro Drive, 8th Floor

McLean, VA 22102

If you have any questions related to your eligibility or your specific situation, we recommend reaching out to a tax advisor.