All the forms you need in one place

The bulk of what you will need to manage and update your Vermont Saves account can be done online, simply by signing in to your account. But, if you prefer to do things offline, we have all the forms you’ll need below as downloadable PDFs.

Auto-enrollment / Opt-out form

This form combines notice of Vermont Saves auto-enrollment and program highlights with an Opt-Out Form to use if you decide you do not want to participate in the program.

Add a beneficiary

Use this form to change or add primary beneficiaries and secondary beneficiaries.

Account maintenance

Use this form to change your name, permanent and/or mailing address, phone number, email address, contribution rate, annual increase, or bank information.

Withdrawal request

Use this form to request a withdrawal from your Vermont Saves account.

Excess removal worksheet

Use this form if your contributions exceed the annual Roth IRA contribution limit or your income exceeds the maximum allowed for Roth IRA contributions and you need to make a withdrawal to correct the excess.

Recharacterization form

Use this form to move a contribution originally made to a Roth IRA into a Traditional IRA.

IRA Rollover Certifications

Description: Submit this form with your rollover distribution check when completing a rollover into your Vermont Saves Roth IRA or Traditional IRA.