Moving assets to Vanguard
If you have existing retirement assets with more than one investment provider, consolidating them into a single account with Vanguard can make it easier to assess your retirement readiness and monitor and manage your investments with just one statement or website.
If you consolidate your assets at Vanguard, you may also qualify for additional benefits or privileges, such as special discounts and personalized service from a dedicated financial professional.
Directing contributions to Vanguard instead of TIAA-CREF
If you’d like to consolidate your assets with Vanguard, first you’ll want to make sure that all future contributions are also directed to Vanguard.This will eliminate additional asset transfers in the future.
To direct contributions to Vanguard instead of TIAA-CREF:
- Complete the Princeton University Retirement Plan vendor selection form (and Princeton University Supplemental Retirement Plan salary reduction agreement, if you contribute to the plan) and return them to your benefits office. On the forms, indicate that you’d like 100% of all contributions to go to Vanguard.
- Contact Vanguard to choose how you’d like to invest your contributions at Vanguard from among the available choices in the new fund lineup.
Transferring existing plan assets to Vanguard
You can transfer assets to Vanguard from TIAA-CREF in either the Princeton University Retirement Plan or the Supplemental Retirement Plan. To request an asset transfer to Vanguard, complete the form below and return it to Vanguard.
401(a) Asset Transfer form 
403(b) Asset Transfer form
Please note that different investment providers have different conditions for moving assets, and that they can change with little notice. Please call for assistance when you want to move assets to Vanguard. Participant Services associates are available at 800-523-1188 Monday through Friday from 8:30 a.m. to 9 p.m., Eastern time.
Rolling other retirement assets into the plan
You can roll over assets from a previous employer’s plan to your Supplemental Plan account at Vanguard. Assets in IRAs (including SEP- and SIMPLE-IRAs) are not eligible for rollover. Check with your previous employer’s benefits office or human resources department to determine if additional steps or forms are required.
Rollover in form
