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Personal IRAs |
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Disclosure Statement and Custodial Account Agreement for Vanguard Traditional, Roth, and SEP-IRAs
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Learn about the general requirements and features of both the Vanguard Traditional and Roth IRA. This Disclosure Statement is provided in accordance with IRS regulations. |
Open or upgrade a retirement account
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Use this process to open a new IRA or upgrade your existing IRA to a Vanguard Brokerage Account. Please allow 5-7 business days for processing after we receive your form. |
Roll over a 401(k) |
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Roll over an employer-sponsored plan to Vanguard
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Move brokerage assets from your employer-sponsored retirement plan to a Vanguard IRA. |
Small business |
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Disclosure Statement and Custodial Account Agreement for Vanguard Traditional, Roth, and SEP-IRAs
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Learn about the general requirements and features of both the Vanguard Traditional and Roth IRA. This Disclosure Statement is provided in accordance with IRS regulations. |
Form 5305 SEP-IRA Contribution Agreement
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Employers use this form to make an agreement to provide benefits to all eligible employees under a simplified employee pension (SEP). |
Form 5305-SIMPLE - for Use With a Designated Financial Institution
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Form 5305-SIMPLE is a model Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) plan document that an employer may use in combination with SIMPLE IRAs to establish a SIMPLE IRA plan. |
Individual 401(k) Basic Plan Document Kit
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Describes the general requirements and features of the Vanguard® Individual 401(k) Plan. |
Individual 401(k) Rollover Contribution by Check
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Use this process to make a rollover contribution of pre-tax money into a Vanguard Individual 401(k) participant account by check. Please allow 2-4 business days for processing after we receive your form. |
Individual 401(k) Rollover Contribution from a Vanguard Account
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Use this process to make an eligible rollover contribution of pre-tax money from another Vanguard retirement account into a Vanguard Individual 401(k) account. Please allow 5-7 business days for processing after we receive your form. |
Open or Update a Small Business Account
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Use this process to open or update the following account types: SEP-IRA, SIMPLE IRA, Individual 401k, and Vanguard Retirement Investment Pooled Plan. Please allow 5-7 business days for processing after we receive your form. |
Special tax notice regarding plan payments
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The special tax notice regarding plan payments describes the rollover rules that apply to payments from the Plan that are not from a designated Roth account as well as those that are from a designated Roth account. |
SIMPLE IRA Disclosure Statement and Custodial Account Agreement
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Learn about the general requirements and features of a SIMPLE IRA. |
Transfer an account to Vanguard
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Move assets from an IRA at another financial institution to a new or existing Vanguard mutual fund IRA. |
Transfer an account |
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Small Business retirement account Transfer of Assets
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Use this process to transfer retirement assets to Vanguard for SEP, SIMPLE, and i401k accounts. Please allow 5-7 business days for processing after we receive your form. |