Get How To Establish A 403b9 Plan With Vanguard Form

Establishing a 403(b) plan with Vanguard can be a streamlined process when you follow the right steps online. This guide provides a clear and supportive approach to help you fill out the How To Establish A 403b9 Plan With Vanguard Form effectively.

Follow the steps to fill out the form correctly.

1. Press the ‘Get Form’ button to obtain the form and open it for editing.
2. In the Employee Information section, enter your full legal name, birth date, and contact details: email, daytime phone number, evening phone number, and Social Security Number (or ITIN). Ensure that you use capital letters and black ink.
3. In the Financial Institution Where Your 403(b) Is Now section, provide the name of the current institution, its street address, city, state, zip code, phone number, and contact person if known. Remember to attach a copy of your most recent statement from the financial institution.
4. For the Assets You Want to Move section, decide whether to liquidate and transfer all assets or specific accounts. Check the appropriate box, list your account numbers, and approximate current value. Note if partial transfers are needed and specify the exact amounts.
5. In the How You Want Your Assets Invested at Vanguard section, choose whether to invest in your existing Vanguard 403(b) account or a new account. Specify the Vanguard funds you want to invest in by providing fund names, numbers, and percentages. Ensure that the total investment percentages equal 100%.
6. In the Acceptance and Authorization section, read the instructions carefully before signing. If required, obtain a signature guarantee from an authorized officer, and have them sign and date the form.
7. If an employer signature is required, ensure that the plan administrator or authorized individual signs and dates the form.
8. Once all sections are completed, check that you have included the required attachments, such as your recent statement and the signature guarantee if necessary. Mail your completed form in the enclosed postage-paid envelope.

Complete your document online today to ensure a smooth establishment of your 403(b) plan with Vanguard.