How can I change my address and personal information?

If your plan allows address and phone changes to be made online, select the Address & phone tab in My Profile.

You can view your plan's rules regarding address changes under Administer my plan in Plan Rules.

Note: These links will require you to log in if you have not done so already.

View related questions

How is my loan availability determined?

The IRS limits plan loans to the lesser of one-half of your vested balance or $50,000 in any 12-month period. Your highest total loan balance within the last 12 months is deducted from the amount eligible for a loan to determine the actual available amount. Your employer may place further restrictions on the available loan amount.

View related questions

How can I designate or change beneficiaries?

If your plan allows beneficiary changes to be made online, select Beneficiaries on My Profile.

You can view your plan's rules regarding beneficiary changes under Administer my plan in Plan Rules.

Note: These links will require you to log in if you have not done so already.

View related questions

How can I take a loan from my plan?

Your plan's loan options can be found in Loans and withdrawals.

If your plan allows loans, additional information (eligibility, applications, interest rate, fees, disbursement options) can be found under Access my money in Plan Rules.

Note: These links will require you to log in if you have not done so already.

View related questions

How can I take a withdrawal from my plan?

Your plan's withdrawal options can be found in Loans and withdrawals. If your plan allows withdrawals, additional information can be found under Access my money in Plan Rules.

Note: These links will require you to log in if you have not done so already.

View related questions

How can I terminate my plan?

If your plan allows terminations online, you may view and select Rollover or plan termination under Manage my money in Retirement Plans Home. You cannot close your account until you have separated from service with your employer.

Your plan's rules regarding terminations can be found under Access my money in Plan Rules.

Note: These links will require you to log in if you have not done so already.

View related questions

 

© 1995–2014 The Vanguard Group, Inc. All rights reserved. Vanguard Marketing Corporation, Distributor. Your use of this site signifies that you accept our terms and conditions of use.| Site security  |  Feedback