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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) assset 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 that 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.

 

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