Rolling over Northwestern Mutual Roth

[huskie92]

When I am rolling over my NML Roth to Vanguard should I say the company is Northwestern Mutual even though everything is through American Funds? The account numbers are basically the same with just a few zeros on the front of the NML account number.

[Craigy]

When in doubt, call Vanguard.

If you submit it incorrectly, it might take weeks before you get a response.  I once had them hold up opening an account because of a middle initial once.   :P

[cgossage]

If I remember correctly, you should list it as Northwestern Mutual on the rollover form.  If it doesn't match, Vanguard will help you figure it out.