WebNov 27, 2024 · At Vanguard, they make the check payable to VFTC (Vanguard Fiduciary Trust Company.) So a check from Vanguard might look something like this in the “to” field: VFTC FBO Sample Sam IRA. Send your check in with a deposit or rollover form. Fidelity and Vanguard will have separate paperwork to mail the check in with. Web(VFTC, FBO [Your Name]) When you get to step 2, you’ll need to provide us with some information about the money you are rolling over. So when you contact the company, ask …
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WebOver the course of more than 45 years, FW Cook became the leader in market share by focusing on each client's unique circumstances. We lead our competitors in executive … WebMay 11, 2024 · My father had inherited this same Roth from our oldest brother who died September 2024. So for us three it is an "inherited, inherited Roth IRA." The account was a trustee to trustee transfer at Vanguard. Vanguard has registered/titled it in this manner: (MY Name) ROTH IRA VFTC AS CUSTODIAN. BENEF (older brother's name who died in … links country park hotel
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