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529 Change of Ownership
Use this process to transfer all or part of your account balance to a new account owner.
N/A N/A
Vanguard 529 Change of Ownership Kit
Use this form to transfer all or part of your account balance to a new account owner.
View and Print N/AN/A
Vanguard 529 Transfer Due to Death Participant Form Kit
This form is used to transfer account ownership due to death.
View and Print N/AN/A
Change of Ownership between existing Vanguard Nonretirement Accounts
Use this process to transfer nonretirement assets between existing Vanguard Brokerage accounts. Please allow 5-7 business days for processing after we receive your form.
N/A N/A
Change of Ownership to a New Individual Account
Use this process to transfer nonretirement assets from an existing Vanguard account to a new Vanguard Brokerage Account for individuals. Please allow 5-7 business days for processing after we receive your form.
N/A N/A
Change of Ownership to a New Account for an Organization
Use this process to transfer nonretirement assets from an existing Vanguard account to a new Vanguard Brokerage Account for organizations. Please allow 5-7 business days for processing after we receive your form.
N/A N/A
Change of Ownership to a New Trust Account
Use this process to transfer nonretirement assets from an existing Vanguard account to a new Vanguard Brokerage Account for trusts. Please allow 5-7 business days for processing after we receive your form.
N/A N/A