1. 3998 POINTS
    Matt Benore
    Founder, DenverWest Insurance Professionals, Inc.,
    Rolling over your 401(k) to a Vanguard account is all about filling out the proper paperwork.
    First, Vanguard should give you an application which you will need to fill out. This application identifies who you are, where the money is, the type of account with what funds you are moving this into, and finally, a release allowing Vanguard to go after the funds.

    The company holding your 401(k), will most likely have paperwork which you will be required to fill out as well. Talk to your Human Resources to find out what is needed.

    If you have any questions or are looking for other alternatives, do not hesitate to contact me at your convenience.
    Answered on September 8, 2014
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