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For people who invest directly in individual accounts (including IRAs and rollovers); in joint, brokerage, college savings, or small-business accounts; or in annuities.
For people who invest through their employer in a Vanguard 401(k), 403(b), or other retirement plan.
For retirement plan sponsors, consultants, and nonprofit representatives.
For broker-dealers, registered investment advisors, and trust or bank brokerage professionals.
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Give a gift of Vanguard® mutual fund shares to an individual.
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Give a gift of Vanguard® mutual fund shares to a non-profit organization.
Use this form to make a gift of securities from a Vanguard® Brokerage nonretirement account to an individual or charitable organization.
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