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 403(b) ERISA asset transfer form below and return it to Vanguard.

403(b) ERISA asset transfer 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.

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.

401(a) / 403(b) / 401(k) ERISA rollover in form»