Moving assets to Vanguard

You can transfer assets to Vanguard from another provider in your employer’s retirement plan.

To request an asset transfer to Vanguard, complete the asset transfer form below and return to Vanguard.

403(b) Roth 403(b) asset transfer form »

403(b) ERISA asset transfer form »

403(b) non-ERISA asset transfer form »

403(b) Rollover contribution form »

Please note that different investment providers have different conditions for moving assets, and they can change with little notice. Please call for assistance when you want to move assets to Vanguard. Participant Services associates are available at 800‑523‑1188 Monday through Friday from 8:30 a.m. to 9 p.m., Eastern time.

Whether you keep your money where it is, move it to an IRA, or move it to another employer’s plan depends on your situation and preferences. Some things to consider are available investments and services, fees and expenses, and protection from creditors. Also consider withdrawal penalties, required distributions, and the tax effects of moving company stock to an IRA. There are other factors too. Weigh the pros and cons before you make your decision.