Vanguard voyager services contact
[PDF File]Vanguard Financial Plan Brochure
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Vanguard Financial Plan Brochure March 31, 2015 This brochure provides information about the qualifications and business practices of the Vanguard Financial Plan (“VFP”), an advisory service provided by Vanguard Advisers, Inc. (“VAI”). If you have any questions about the contents of this brochure, please contact us at the number above.
[PDF File]Your Service Agreement for the Vanguard Financial Plan
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† A current Vanguard Flagship Services client. † A current Vanguard Voyager Select Services client. † A participant in an employer-sponsored retirement plan administered by Vanguard with a balance of $500,000 or more. † Age 55 or older and a participant in a retirement plan for which the plan sponsor has
[PDF File]SEP-IRA New Account Form
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Contact Vanguard for the appropriate form (see box at right). ... Voyager Select®, and Voyager Services. (If you have a SEP-IRA, you must have an additional Vanguard mutual fund account relationship to qualify for these services.) This is an employer contribution. Tax Year
[PDF File]Introducing your brokerage service - Vanguard
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Vanguard Brokerage Services is a division of Vanguard Marketing Corporation, Member FINRA and SIPC. TD Ameritrade and Vanguard are separate and unaffiliated firms, and are not responsible for each other's services or policies. Brokerage services provided by …
[PDF File]Online Kit Contents
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each June. This fee doesn’t apply to members of Flagship®, Voyager Select®, and Voyager Services®. (If you have a SIMPLE IRA, you must have an additional Vanguard mutual fund account relationship to qualify for these services.) Step 2 Complete the enclosed SIMPLE IRA New Account Form. Mail the application in the enclosed postage-paid envelope.
THE VANGUARD RETIREMENT AND SAVINGS PLAN …
provided to you by Vanguard, at 1-800-523-1188 or extension 42000. You should receive your PIN (by mail) within 10 business days of your date of hire. You should call Vanguard Participant Services if you do not receive your PIN within that time frame. Call the Vanguard Participant Services Department at 1-800-523-1188 or extension 42000.
[PDF File]Elegant solutions for complex finances - Vanguard
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Vanguard Personal Services—Assistance you can count on As your assets grow with Vanguard, so do your benefits. Our Flagship and Voyager Services provide you with an extra level of personal assistance and savings outside of your retirement plan. Voyager Services® $50,000 to $500,000 invested in Vanguard products Voyager Select Services®
[PDF File]General guidelines for completing IRS Form 5500 - Vanguard
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Vanguard Individual 401(k) account. We’ll withdraw the fee directly from the fund accounts each year. The fee will be waived for all participants in the plan if at least one participant qualifies for Flagship Select, Flagship, Voyager Select, or Voyager Services.
[PDF File]Vanguard Brokerage Services - Peter Gelsey
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the account. Vanguard Brokerage reserves the right to terminate the 12 commission-free trades at any time for clients whose account activity can be deemed improper. Vanguard Brokerage Services ® Since 1983, Vanguard Brokerage Services has provided superior service and exceptional value to investors. Our clients enjoy online, automated phone, and
[PDF File]403(b)(7) Custodial Account Kit - Human Resources
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Flagship, Voyager Select, or Voyager Services clients. (If you have a 403(b)(7) account, you must have an additional Vanguard mutual fund account relationship to qualify for these services.) Complete the enclosed 403(b)(7) New Account Form. Mail the application (included in this kit) in the enclosed postage-paid envelope. Vanguard will notify
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