Vanguard letter of instruction 2025

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Need a letter of acceptance? Youll be able to create and print a letter of acceptance during our online rollover process. Note: You may not be eligible to roll over a plan account that youre still contributing to.
Vanguard forced ``upgrade to a brokerage account. Vanguard is forcing their fund holders to transfer their assets to their new brokerage subsidiary. If you received a letter that begins ``Its time to upgrade your account, theyre trying to pull that. Its deceptive.
A Letter of Acceptance will indicate to your current financial institution that we agree to accept your funds from the current custodian and deposit them on your behalf. Your current provider may not require a Letter of Acceptance to release your funds.
You can generate an LOA from Vanguard by going through our online rollover process. Is a notary, Medallion signature guarantee, or signature from the plan administrator required? Every now and then, your plan will require an additional proof of your identity to complete the rollover.
If you have a Vanguard account, you need to: Log in to your account. Upload a copy of the Power of Attorney to your Documents. Send us a secure message.
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To request a Prospectus for a Non Vanguard Mutual Fund or ETF by mail, please contact us at 1-800-VANGUARD. Use this process to add or change the beneficiaries for either your retirement or nonretirement account. Please allow 5-7 business days for processing after we receive your form.

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