Get the right form

 
 

Are you a client?

We want to be sure you get the form you're looking for, so if you're a client, please log on first.

 
 

Automatic investment
  Complete online
Do it now
View and print
Download it now
Annuities    
Variable Annuity Automatic Exchange Service Application Form

Use this form to move money between Vanguard Variable Annuity portfolios on a regular basis.


 N/A

View and Print 

View and print
College savings options    
Vanguard 529 Annual Exchange/Future Contribution Change Kit

Move money between portfolios (once a year only) or switch investment choices for future contributions (anytime) in your Vanguard® 529 College Savings Plan.


 N/A

View and Print 

View and print
Vanguard 529 Automatic Investment/Electronic Bank Transfer Kit

Start, change, or stop automatic electronic bank transfers to a Vanguard® 529 College Savings Plan.


 N/A

View and Print 

View and print
Personal IRA and nonretirement    
Automatic Investment/Withdrawal Plan - Nonretirement Account

Use this form to establish an automatic transfer of money between your bank account and your Vanguard nonretirement account on a set schedule.


Complete online

View and Print 

View and print
Automatic Investment/Withdrawal Plan - Retirement account

Use this form to establish an automatic movement of money between your bank account and your Vanguard traditional, Roth, or SEP-IRA or to set up a withdrawal plan for an inherited IRA.


Complete online

View and Print 

View and print

Special notice to non-U.S. investors

 
 

Have questions?

Call 877-662-7447

Flagship:

Call your representative



Other forms and literature

Open account forms

Manage your account forms


Literature orders

Review or modify your literature order

© 1995–2014  The Vanguard Group, Inc. All rights reserved. Vanguard Marketing Corporation, distributor. Your use of this site signifies that you accept our terms & conditions of use.
Security  |  Prospectuses  |  Careers  |  Mobile  |  Feedback