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For questions on this form, please call Vanguard Participant Services at 8005231188. Vanguard Rollover Contribution Request Deloitte 401(k) Plan # 093238 I. Account Information Social Security # Name

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How to fill out vanguard rollover contribution request

01

Gather all necessary information and documents such as your previous retirement account statement, Vanguard account number, and Social Security number.

02

Login to your Vanguard account or create a new one if you don't have an existing account.

03

Navigate to the 'My Accounts' section and click on 'Contributions & Distributions'.

04

Select 'Roll over' and choose the option for 'Contribute to an existing Vanguard IRA or employer-sponsored plan'.

05

Provide the requested information, including the type of retirement account you are rolling over from and the account number.

06

Specify the amount you would like to roll over and any additional instructions or preferences.

07

Review the details of your rollover contribution request and ensure all information is accurate.

08

Submit the request electronically or print out the necessary forms and mail them to Vanguard.

09

Wait for confirmation from Vanguard regarding the status of your rollover contribution request.

10

Monitor your Vanguard account for the completion of the rollover and ensure the funds are properly transferred.

Who needs vanguard rollover contribution request?

01

Individuals who have retirement funds in another account or plan and wish to transfer them to Vanguard.

02

Individuals who have a Vanguard IRA or employer-sponsored plan and want to make contributions through a rollover from another account.

03

Individuals who are looking to consolidate their retirement savings into a single Vanguard account for simplicity and ease of management.

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What is vanguard rollover contribution request?

Vanguard rollover contribution request is a form used to transfer funds from one retirement account to another without incurring taxes or penalties.

Who is required to file vanguard rollover contribution request?

Any individual looking to transfer funds from one retirement account to another is required to file a vanguard rollover contribution request.

How to fill out vanguard rollover contribution request?

To fill out a vanguard rollover contribution request, one must provide personal information, account details, and specify the amount to be transferred.

What is the purpose of vanguard rollover contribution request?

The purpose of vanguard rollover contribution request is to facilitate the tax-free transfer of funds between retirement accounts.

What information must be reported on vanguard rollover contribution request?

On a vanguard rollover contribution request, one must report personal information, account numbers, and the amount to be transferred.

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