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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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