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Find the form you need

You can use these forms to:

Choose or change your investments »

Indicate to Vanguard how to invest your contributions. Keep in mind you can enroll online or by calling Vanguard. No form is necessary.

401(a) Enrollment form pdf

403(b) Enrollment form pdf

Move an account to Vanguard »

Complete the appropriate form if you want to transfer assets to Vanguard from TIAA-CREF.

401(a) Asset Transfer form pdf

403(b) Asset Transfer form pdf

Roll over assets to Vanguard »

Complete this form if you want to roll over assets from a previous employer’s plan to your current plan account at Vanguard. Check with the previous employer’s benefits office to determine if additional steps or forms are required.

Rollover in form 1

 

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