Moving assets to Vanguard

You can transfer assets to Vanguard from another provider in your employer’s retirement plan. You can also roll over other retirement assets, such as those in a qualifying IRA or a former employer’s plan.

To request an asset transfer or direct rollover to Vanguard, complete the appropriate form below and return it to Vanguard.

Please note that rolling over your assets to the plan is not your only option. You should review and consider all additional options.

Asset transfers

Please note that different investment providers have different conditions for moving assets, and that they can change with little notice. Please call for assistance when you want to move assets to Vanguard. Participant Services associates are available at 800‑523‑1188 Monday through Friday from 8:30 a.m. to 9:00 p.m.

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

Rollovers

You can roll over assets from a previous employer’s plan or a qualifying IRA to your current plan account at Vanguard. Check with your previous employer’s benefits office or human resources department to determine if rollovers are permitted.

To begin a rollover, you can log in to your Vanguard account at vanguard.com/retirementplans. If you do not yet have online access to your account, you can use your plan number when signing up. You can also call a Vanguard Participant Services associate at 800‑523‑1188, Monday through Friday from 8:30 a.m. to 9:00 p.m. to get help with starting a rollover.

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