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403(b)(7) Individual Custodial Account Agreement

This document details the terms and conditions of the Vanguard 403(b)(7) Individual Custodial Account.


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403(b)(7) Individual Custodial Account Agreement (for Employees)

This kit details the rules for establishing and running a 403(b)(7) account.


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403(b)(7) Information Sharing Agreement

Employers and plan sponsors can use this form to comply with the information sharing requirements related to contract exchanges.


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403(b)(7) Plan Authorization Form Kit

Employers/administrators can use this kit to assign or change plan roles, or request online account access. This kit also contains the 403(b)(7) Information Sharing Agreement, Service Program Description, and Individual Custodial Account Agreement.


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403(b)(7) Retirement Plan (for Employers)

If your organization is not-for-profit, open a 403(b)(7) retirement plan with this kit. After you do so, employees can open individual custodial accounts.


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403(b)(7) Service Program Description

This form describes the roles and responsibilities of the employer and Vanguard, as well as the options and services available through Vanguard's 403(b)(7) program.


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Form 5305 SEP-IRA Contribution Agreement

Employers use this form to make an agreement to provide benefits to all eligible employees under a simplified employee pension (SEP).


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Form 5305-SIMPLE - for Use With a Designated Financial Institution

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.


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Individual 401(k) New Account Form (Employee)

Employees should use this form to open a Vanguard® Individual 401(k) Plan.


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Individual 401(k) New Plan Kit

Use this kit to open a Vanguard® Individual 401(k) Plan.


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Individual 401(k) Plan Document

The Plan document describes the general requirements and features of the Vanguard® Individual 401(k) Plan.


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SEP-IRA Disclosure Statement and Custodial Account Agreement

Learn about the general requirements and features of a SEP-IRA.


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SEP-IRA Kit

This kit provides everything an employer needs to establish a SEP-IRA Plan at Vanguard and allows an employee to enroll in their employer's SEP-IRA.


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SEP-IRA New Account Form

Use this form to enroll in your employer's SEP-IRA plan.


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SIMPLE IRA Disclosure Statement and Custodial Account Agreement

Learn about the general requirements and features of a SIMPLE IRA.


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SIMPLE IRA Employee kit

Open a SIMPLE IRA if your employer has already established a Vanguard® SIMPLE IRA plan.


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SIMPLE IRA Employer Kit

Establish a Vanguard® SIMPLE IRA retirement plan for yourself and eligible employees.


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Vanguard Retirement Investment Program - Pooled

Open a Vanguard® Retirement Investment Program for a Pooled Plan.


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