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For people who invest directly in individual accounts (including IRAs and rollovers); in joint, brokerage, college savings, or small-business accounts; or in annuities.
For people who invest through their employer in a Vanguard 401(k), 403(b), or other retirement plan.
For retirement plan sponsors, consultants, and nonprofit representatives.
For broker-dealers, registered investment advisors, and trust or bank brokerage professionals.
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Use this form to transfer most types of retirement and nonretirement assets from another financial firm to your Vanguard brokerage account.
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Move assets from an IRA at another financial institution to a new or existing Vanguard IRAŽ.
Special notice to non-U.S. investors
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Open account forms
Manage your account forms
Review or modify your literature order
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