- Category
- Writing & Editing
- Model
- openai-chatgpt
- Tags
- 401k rollover phone-script
Prepare a Direct Rollover Call Script
Draft a call script for requesting a direct 401(k) rollover and list the information and questions needed to keep the money out of a bank account.
By Threads — Published on — Modified on
Prompt template
0 copies
- Format
- Text Parameterized
- Inputs
- old_plan_provider (text) · Required destination_provider (text) · Required
- Outputs
- CallScriptAndChecklist (text)
Replace the ${…} placeholders with your values
before using this prompt. See parameters
and defaults below.
Write me a phone script to call ${old-plan-provider} and start a direct rollover of my 401(k) to ${destination-provider}. List what account details I’ll need, and what to ask so the money never touches my bank account.Parameters
Replace each placeholder with your own value, or use its default when one is provided.
${old-plan-provider}
old-plan-provider
Required
${destination-provider}
destination-provider
Required
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