[WSSix]

I called Fidelity on the phone and spoke with them about this when I started my new job. However, my old and new company both used Fidelity. I am happy with them so there was no reason for me to shop around. It's a fairly straight forward thing to do so I would imagine speaking on the phone would work fine so long as you know who you want to use for this service. Biggest thing to keep in mind is that at no point should you allow the money from the account to pass into your hands. It must go between institutions or you'll face taxes.

I would try to roll it into a Roth IRA if possible. Not sure if it is considering the different tax structures of the accounts. I just happen to like the tax structure of the Roth better than the 401K. You're limited to $5500 a year contribution though and you have income limits you must be below to qualify. So it might not work as well for you.