Learn about opening a self-directed traditional, Roth, SEP, or rollover IRA, or transfer an existing IRA. You'll also get the forms you need.When you log on, we can customize your forms. Please complete, print, and sign or print the form and fill out using capital letters and black ink. Vanguard Direct Rollover IRA. See which Vanguard tax forms are provided to investors and when to expect them. Find out more from this tax form schedule. Complete all sections of the Brokerage Option. Application. You also want an ePaper? Broker-Dealer Client Relationship Summary (Form CRS).