Find the form you need

You can use these forms to:

Choose or change your investments

To choose or change an investment election, just log in to vanguard.com/retirementplans. If you need help, call 800-523-1188 to speak with a Vanguard Participant Services associate Monday through Friday from 8:30 a.m. to 9:00 p.m.

Move an account to Vanguard

Complete this form if you want to transfer assets to Vanguard from another investment company in your current employer’s plan.

Asset transfer form—CUSS
Asset transfer form—CSSA
Asset transfer form—VRSP
Asset transfer form—Officers’ plan

Please call for assistance when you want to roll over assets to Vanguard. Vanguard Participant Services associates are available at 800‑523‑1188 Monday through Friday from 8:30 a.m. to 9:00 p.m.

Whenever you invest, there's a chance you could lose the money.