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Rolling over Northwestern Mutual Roth

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  • Rolling over Northwestern Mutual Roth

    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.

  • #2
    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

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    • #3
      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.

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