Get the free Vanguard Direct Rollover Request

This document is a form for requesting a direct rollover of retirement plan assets from The J. Paul Getty Trust Defined Contribution Plan to either a Vanguard IRA or a non-Vanguard IRA/employer plan.

How to fill out vanguard direct rollover request

How to fill out Vanguard Direct Rollover Request

1. Obtain a Vanguard Direct Rollover Request form from the Vanguard website or customer service.
2. Fill in your personal information, including your name, address, and Social Security number.
3. Provide information about the account you are rolling over from, including the financial institution's name and account number.
4. Specify the type of account you are transferring to at Vanguard (e.g., traditional IRA, Roth IRA).
5. Indicate the amount you wish to roll over (full amount or partial).
6. Sign and date the form to authorize the rollover.
7. Submit the completed form to Vanguard along with any required documentation.

Who needs Vanguard Direct Rollover Request?

1. Individuals who have a retirement account with a previous employer and want to move their funds to a Vanguard account.
2. People looking to consolidate their retirement savings into one account for easier management.
3. Anyone who wants to transfer their retirement assets to take advantage of Vanguard's investment options or lower fees.

People Also Ask about

How do I request a rollover from Vanguard?

To begin a rollover to Vanguard, you'll first need to provide some information about your employer plan and the individual retirement account (IRA) you want to receive the assets. If your plan account has: Traditional (pre-tax) assets, you'll need a rollover IRA or traditional IRA. Roth assets, you'll need a Roth IRA.

Does Vanguard do direct rollovers?

Note: You can roll over your assets to a new or an existing Vanguard account. Need a letter of acceptance? You'll be able to create and print a letter of acceptance during our online rollover process. Note: You may not be eligible to roll over a plan account that you're still contributing to.

How do I request a direct rollover?

Direct rollover – If you're getting a distribution from a retirement plan, you can ask your plan administrator to make the payment directly to another retirement plan or to an IRA. Contact your plan administrator for instructions.

How do I contact Vanguard about 401k rollover?

If it is an option, then you'll want to contact us at 877-662-7447 (make sure you have an updated account statement on hand). One of our rollover specialists can help determine if we can hold your current investments here at Vanguard.

For pdfFiller’s FAQs

What is Vanguard Direct Rollover Request?

The Vanguard Direct Rollover Request is a form that allows individuals to transfer retirement assets directly from one qualified retirement plan to another without incurring taxes or penalties.

Who is required to file Vanguard Direct Rollover Request?

Individuals who wish to transfer their retirement savings from a previous employer's retirement plan to a Vanguard account or another qualified plan are required to file the Vanguard Direct Rollover Request.

How to fill out Vanguard Direct Rollover Request?

To fill out the Vanguard Direct Rollover Request, individuals need to provide their personal information, details about the current account, the receiving Vanguard account information, and any required signatures.

What is the purpose of Vanguard Direct Rollover Request?

The purpose of the Vanguard Direct Rollover Request is to facilitate the direct transfer of retirement funds between accounts while maintaining tax-deferred status and avoiding the tax implications associated with cash distributions.

What information must be reported on Vanguard Direct Rollover Request?

The information that must be reported includes personal identification details, account numbers for both the current retirement plan and the Vanguard account, as well as the amount to be rolled over.