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403(b) Account Exchange/Transfer Authorization form

Use this form to move your 403(b) assets from another financial institution to an existing Vanguard 403(b)(7) custodial account, or to move assets between two different employer plan accounts at Vanguard.


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Individual 401(k) Plan Asset Transfer Form

Use this form to move an Individual 401(k) Plan to Vanguard.


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Investment Instructions

Purchase Vanguard® fund shares by check.


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Nonretirement Account Investment Form

Form used to purchase Vanguard funds by check in an existing nonretirement account.


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Retirement Account Contribution Form

Use this form to purchase Vanguard funds by check in an existing traditional/rollover, Roth, or SEP IRA.


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Retirement Plan Rollover Form

Use this form to initiate a direct rollover of pre-tax dollars from a SIMPLE IRA, SEP-IRA, traditional IRA, or a previous employer plan to a different plan type that is either a Vanguard® SEP-IRA or Vanguard 403(b)(7) program.


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SEP-IRA Asset Transfer Form

Move assets from a SEP-IRA held with another financial institution to an existing Vanguard SEP--IRA.


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SIMPLE IRA Asset Transfer Authorization

Move assets from a SIMPLE IRA at another financial institution to an existing Vanguard® SIMPLE IRA.


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SIMPLE IRA Contribution Remittance Form

Plan administrators can use this form along with a signed new account application, to establish a SIMPLE IRA for an employee.


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Vanguard 529 Additional Purchase Kit

Contribute to an existing Vanguard® 529 College Savings Plan.


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