Step 1
Gather your information
Here's what you'll need to prepare for your transfer:
- A plan statement dated within the past 90 days from the company that currently holds your account.
- The plan number and dollar amount currently invested in the plan.
- The type of plan you want to transfer (e.g., traditional IRA, SEP-IRA, SIMPLE IRA, i401(k)).
- Your Vanguard account number (if you intend to transfer the money into an existing Vanguard account).
Step 2
Call us
When you’re ready to get started, give us a call at 800-992-7188.
- We’ll guide you through the process to ensure it’s as seamless as possible.
- A qualified representative will let you know which documents are required to complete the transfer and answer any questions you have.
Step 3
Track your transfer
- Once we receive your request, we’ll initiate the transfer and send you an email that explains how you can track the status of your transfer online.
- Once your transfer is complete, we’ll send you an email confirmation.
Ready to get started?
If you're new to Vanguard, give us a call.
800-992-7188
Are you a Vanguard client looking for a small-business plan? Set up your new plan today.
Ready to get started?
If you're new to Vanguard, give us a call.
800-992-7188
Are you a Vanguard client looking for a small-business plan? Set up your new plan today.
Enhance your retirement plan
Looking to enrich your existing retirement plan with quality mutual funds? Our investment-only service opens the door for you to offer Vanguard funds.
All investing is subject to risk, including the possible loss of the money you invest.