Get Vanguard 403 B Distribution Request Form

This guide provides comprehensive instructions on how to accurately complete the Vanguard 403 B Distribution Request Form online. The process is designed to be straightforward, ensuring that users can efficiently navigate through each section and field of the form.

Follow the steps to complete your Vanguard 403 B distribution request form online.

1. Press the ‘Get Form’ button to access the Vanguard 403 B Distribution Request Form. This will allow you to start filling out the form online.
2. Begin with Section 1: Participant information. Provide your full legal name, daytime and evening phone numbers, Social Security number or individual taxpayer ID number, and your zip code. Ensure accurate input to avoid any delays.
3. Move to Section 2: Reason for distribution. Choose the reason that applies to your situation by checking only one box. The reasons include being age 59½ or older, divorce, qualified reservist, required minimum distributions, severance from employment, total and permanent disability, plan termination, or death. Remember to check only one option to prevent delays in processing.
4. Proceed to Section 3: Distribution options. Select either Option A for a direct rollover or Option B for receiving a check. Fill in the required details based on your choice, including Vanguard account numbers if applicable, and specify amounts if rolling over part of your funds.
5. Complete Section 4: Income tax withholding election if you selected Option B. Specify the federal and state income tax withholding preferences, keeping in mind the mandatory withholding requirements.
6. In Section 5, provide your signature to authorize the transaction. If you opted for a check to be mailed to a different address, a signature guarantee is required. Ensure the date is included.
7. Finally, review all sections for accuracy. Save your changes and proceed to download or print the completed form. You can also share the form as needed.

Complete your Vanguard 403 B Distribution Request Form online today to manage your financial future effectively.