403b7Individual 401k Corrective Measures Kit - Vanguard 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by reviewing the instructions provided in the kit. Identify which type of excess contribution applies to your situation, as this will guide your completion of the form.
3. In Section 1, the plan administrator should fill out the employer information, including plan name, ID number, and type of plan. Ensure all required fields are completed accurately.
4. Select the appropriate type of excess from options A through D and provide necessary details such as participant name and account number for accurate processing.
5. In Section 2, the participant must complete their information, specifying how to remove excess contributions from their Vanguard funds. Ensure that fund numbers and percentages total 100%.
6. Review both sections for completeness and accuracy. Sign where indicated to validate the form before submission.
7. Mail your completed form using the enclosed postage-paid envelope or send it to Vanguard's address if needed.

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