Ugh. Trying to find the on-line form to take an in-service distribution from 401k (yes, I'm 59+ and have done this before at Vanguard brokerage). Have tried searching several ways, eg,
Under "Forms and Documents":
"Individual 401(k)/Individual Roth 401(k) Distribution Form
Use this form to take a single distribution from your Vanguard Individual 401(k) or Individual Roth 401(k) Plan."
takes me to:
"Remove Money From Your Retirement or Nonretirement Account"
Use this process to sell full or partial shares of your retirement or nonretirement account. (i.e. SEP, SIMPLE, Trad, Rollover, Roth, i401k, Individual, Joint, Trust, Org). Please allow 1-3 business days for processing after we receive your form."
Which then bumps me to the Vanguard personal investor front page.![annoyed :annoyed]()
Under "Forms and Documents":
"Individual 401(k)/Individual Roth 401(k) Distribution Form
Use this form to take a single distribution from your Vanguard Individual 401(k) or Individual Roth 401(k) Plan."
takes me to:
"Remove Money From Your Retirement or Nonretirement Account"
Use this process to sell full or partial shares of your retirement or nonretirement account. (i.e. SEP, SIMPLE, Trad, Rollover, Roth, i401k, Individual, Joint, Trust, Org). Please allow 1-3 business days for processing after we receive your form."
Which then bumps me to the Vanguard personal investor front page.

Statistics: Posted by Ret2018 — Thu Apr 11, 2024 1:24 pm — Replies 6 — Views 174