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Use the table below to choose how you want to do business with us. Complete your task online now, view and print a form, or have literature mailed to you.

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Add or change your beneficiaries
Use this process to add or change the beneficiaries for either your retirement or nonretirement account. Please allow 5-7 business days for processing after we receive your form.
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Direct Rollover Out to Roth IRA Form
Complete this form to initiate a direct rollover of assets from your Vanguard 529 Account to an existing Brokerage Roth IRA account established for the benefit of the Beneficiary.
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Vanguard 529 Beneficiary Change Kit
Change the beneficiary on an existing Vanguard® 529 College Savings Plan or move a portion of the account assets to a new account.
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