No. of Recommendations: 2
I first called Vanguard and the "indirect rollover" check is what he advised after a lenghty discussion. I currently reside in England. Permanent Portfolio told me "While we truly wish to continue serving your investment needs, unfortunately, for the reasons stated above, we would like you to consider transferring or redeeming your shares". They broke up with me.

Well, if Vanguard won't do initiate a trustee-to-trustee transfer, and you want to move the account to Vanguard, then I guess you are stuck with getting the check. You need to get the check to the new trustee within 60 days of when it's received, or you will miss the deadline, and it will all be considered a distribution to you. Therefore, in addition to ensuring that any/all dividends and other distributions will be included in the check, I would urge you to document the timing on all of the step of the process - like when you initiate the request for the check, when check is dated, when you receive the check, when you send it to Vanguard, etc. You should use a trackable form of mailing for anything you send, and if possible, request that when you are being sent something, request that the sender also use a trackable form.

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