When I changed my TIAA-CREF Roth to a Vanguard Roth, I called Vanguard and then they stayed on the line and handled the transfer for me and it took maybe 5 minutes.
Funniest part? The ceremonial script reading.
"Hi, I am _______ from Vanguard and I am on a monitored line for quality control may I ask who I am speaking to?"
"Hi, I am _____________ from TIAA-CREF and I am on a monitored line for quality control....uh nice to speak to you _______."
tried calling Vanguard, they couldn't do it. But my address was changed! So I tried calling my old custodian to see if they could send a check directly to Vanguard.
"Um, Mr. Michigancat - did you request a check be sent to another provider, and now you want to change those instructions?"
"Yes, I requested a distribution and the check got lost - all the money is now back in my account and I want to move it to a new location."
"Well, we need you to issue a stop payment request along with new instructions for where to send the check. Do you want to mail or fax that to us?"
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