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.
For more information about Vanguard funds, visit vanguard.com to obtain a prospectus or, if available, a summary prospectus. Investment objectives, risks, charges, expenses, and other important information about a fund are contained in the prospectus; read and consider it carefully before investing.