92674 AssetTransferT33197.pdf. Use the forms in this kit if you want to move the assets from your employer-sponsored retirement plan into a traditional IRA. (You cannot roll over these assets directly into a Roth IRA.) Retirement, IRA, 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling out the Employee Information section. Enter your Social Security number, name, address, and daytime phone number. Indicate whether you are a new or existing participant in Vanguard.
3. In the Current Investment Company section, provide the name and address of your current investment company where your 403(b) account is held. If transferring from CREF, simply write 'TIAA-CREF'.
4. Complete the Account Information section by specifying the type of account and listing the account names and numbers. Indicate whether you want to transfer the entire account or a partial amount.
5. In the Investment Instructions to Vanguard section, allocate your asset transfer percentages to your chosen Vanguard funds. Ensure that the total equals 100%.
6. Finally, review and sign in the Acceptance section. Ensure all information is accurate before submitting.

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