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Open a retirement account
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Roll over a 401(k)    
Brokerage Rollover IRA kit

Move brokerage assets from your employer-sponsored retirement plan to a Vanguard IRAŽ. To transfer brokerage securities in-kind, a Vanguard Brokerage In-Kind Account Transfer Form should be sent in addition to these rollover request forms.

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Rollover IRA kit

Move assets from your employer-sponsored retirement plan, or from an IRA that you hold at another institution, to a Vanguard IRAŽ. (This kit cannot be used to move brokerage assets).

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