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Additional annuity forms    
Variable Annuity Withdrawal Form

Use this form if you live overseas, and are unable to call us, to request a one time withdrawal from your annuity, payable by check.


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Additional forms    
Exercising Your Employee Stock Options

Learn how to exercise your employee stock options through your Vanguard Brokerage Services® account. This kit includes the forms you need to get started.


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Stock and Bond Certificate Transfer Kit

Use this kit to transfer stocks or bonds for which you've been issued a certificate.


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Wire    
Wire Transfer Form for One-Time Redemptions

Use this form to request a one-time wire redemption from your Vanguard® stock, balance and international funds, as well as your money market and bond fund accounts.


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Buy or sell
Buy more shares of an existing account    
403(b) Account Exchange/Transfer Authorization form

Use this form to move your 403(b) assets from another financial institution to an existing Vanguard 403(b)(7) custodial account, or to move assets between two different employer plan accounts at Vanguard.


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Individual 401(k) Plan Asset Transfer Form

Use this form to move an Individual 401(k) Plan to Vanguard.


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Investment Instructions

Purchase Vanguard® fund shares by check.


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Retirement Plan Rollover Form

Use this form to initiate a direct rollover of pre-tax dollars from a SIMPLE IRA, SEP-IRA, traditional IRA, or a previous employer plan to a different plan type that is either a Vanguard® SEP-IRA or Vanguard 403(b)(7) program.


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SEP-IRA Asset Transfer Form

Move assets from a SEP-IRA held with another financial institution to an existing Vanguard SEP--IRA.


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SIMPLE IRA Asset Transfer Authorization

Move assets from a SIMPLE IRA at another financial institution to an existing Vanguard® SIMPLE IRA.


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SIMPLE IRA Contribution Remittance Form

Plan administrators can use this form along with a signed new account application, to establish a SIMPLE IRA for an employee.


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Vanguard 529 Additional Purchase Kit

Contribute to an existing Vanguard® 529 College Savings Plan.


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Sell shares of an existing account    
403(b)(7) Installment Distribution Form

Use this form to authorize Vanguard® to issue an installment distribution from your Vanguard® 403(b)(7) custodial account. This form includes information about important tax rules.


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403(b)(7) Single Distribution Request

Take a distribution from your Vanguard® 403(b)(7) individual custodial account. This form includes information about important tax rules.


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Account Withdrawal Form for Nonretirement Accounts

Use this form to make a one-time total or partial withdrawal from a nonretirement mutual fund account or ESA to a special payee or to a different registration.


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Brokerage IRA In-Kind Distribution Form

Use this form to move retirement assets in-kind from a Vanguard Brokerage Services® IRA to a Vanguard Brokerage Services nonretirement account. When assets are distributed in-kind, they are not liquidated.


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Distributions from a Vanguard® IRA

Take a one time distribution from your Vanguard IRA


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Excess Contribution Removal Form for IRA & ESA Kit

Remove an excess contribution from your IRA or Education Savings Account.


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Excess Contribution Removal Form for SIMPLE and SEP-IRAs

Remove an excess contribution from your SIMPLE or SEP-IRA.


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Individual 401(k)/Individual Roth 401(k) Distribution Form

Use this form to take a single distribution from your Vanguard Individual 401(k) or Individual Roth 401(k) Plan.


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Individual 401(k)/Individual Roth 401(k) Installment Distribution Form

Use this form to set up a series of distributions from your Vanguard® Individual 401(k) Plan.


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Retirement Investment Program Redemption Form

Use this form for non-Vanguard Trustee plans for participant redemptions or for pooled accounts.


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Selling Stock Under SEC Rule 144 Kit

If you are a Vanguard Brokerage Services® client, you can use this kit to sell stock covered under SEC Rule 144.


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SEP-IRA Installment Distribution Request Kit

Establish recurring distributions from your SEP-IRA account.


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SIMPLE IRA Installment Distribution Form

Establish recurring distributions.


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Vanguard 529 Withdrawal Request Kit

Request a full or partial withdrawal from your Vanguard® 529 College Savings Plan.


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