Find the form you need
You can use these forms to:
Complete this form if you want to transfer assets to Vanguard from another investment company in your current employer’s plan.
Complete this form if you want to roll over assets from a previous employer’s plan or a qualifying IRA to your current plan account at Vanguard. Check with the previous employer’s benefits office to determine if rollovers are permitted.
Whenever you invest, there’s a chance you could lose the money.
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.
