Find the form you need

You can use these forms to:

Choose or change your investments—403(b) plan »

This form shows Vanguard how to invest your contributions to the 403(b) plan.

Choose or change your investments—457(b) plan »

Some employees may be eligible to participate in the University of Chicago 457(b) Deferred Compensation Plan. Contact your Benefits Office or Human Resources Department to learn more about this plan. This form shows Vanguard how to invest your contributions to the 457(b) plan and whom you want to designate as beneficiaries.

Move an account to Vanguard »

Complete this form if you want to transfer assets to Vanguard from another investment company in your current employer’s plan.

Roll over assets to Vanguard »

Complete this form if you want to roll over assets from a previous employer’s plan or a qualifying IRA to your current plan account at Vanguard. Check with the previous employer’s benefits office to determine if rollovers are permitted.