Moving assets to Vanguard
You can transfer assets to Vanguard from another provider in your employer’s retirement plan. You can also roll over other retirement assets, such as those in a qualifying IRA or a former employer’s plan.
To request an asset transfer to Vanguard, complete the form below and return it to Vanguard.
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.
You can roll over assets from a previous employer’s plan or a qualifying IRA to your current plan account at Vanguard. Check with your previous employer’s benefits office or human resources department 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.
