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Additional annuity forms    
Variable Annuity Agent Certification for Incapacitated Person

Designate another person (agent) to act on behalf of a Vanguard Variable Annuity contract owner who is unable to act because of incapacity or disability.


 N/A

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Variable Annuity Certificate of Authority for Trusts

Authorize trustees to act on your trust accounts in the Vanguard® Variable Annuity contract.


 N/A

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Variable Annuity Corporate Resolution

Identify officers who are authorized to conduct transactions and withdraw assets from your annuity contract.


 N/A

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Variable Annuity Interested Party Mailing Request

Have duplicate statements and transaction confirmations for your Vanguard Variable Annuity contract mailed to one person.


 N/A

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Variable Annuity Power of Attorney Authorization

Grant one or more agents (individuals or organizations) full or limited authority to act on your Vanguard Variable Annuity contract(s).


 N/A

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Additional college savings forms    
Vanguard 529 Agent Authorization/Limited Power of Attorney

Authorize a person or an organization to discuss your Vanguard 529 College Savings Plan accounts with a Plan representative.


 N/A

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Vanguard 529 Organization Resolution Form

Identify those authorized to act upon Vanguard 529 College Savings Plan accounts on behalf of an organization.


 N/A

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Vanguard 529 Power of Attorney

Grant an agent the authority to act on your Vanguard 529 College Savings Plan accounts.


 N/A

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Additional forms    
Authorization to Provide Account Information to Employer Form

To authorize Vanguard to provide information on your mutual fund and/or brokerage accounts to your employer, its subsidiaries, and related, entities, and their contractors and vendors (collectively, “Authorized Recipients”).


 N/A

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Authorization to Provide Account Information to Employer Form (Brokerage version)

To authorize Vanguard to provide information on your mutual fund and/or brokerage accounts to your employer, its subsidiaries, and related, entities, and their contractors and vendors (collectively, “Authorized Recipients”).


 N/A

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Irrevocable Stock or Bond Power Form

Assign a security certificate for deposit through your Vanguard Brokerage Services® account if the back of the security has not already been properly endorsed.


 N/A

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Grant access to your accounts
Individual, joint, or IRA    
Agent Authorization

Grant another person full or limited authority to act on your accounts.


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Agent Certification for Incapacitated Person

Allow an agent to certify power of attorney (POA) submitted on behalf of an incapacitated client. Form must be notarized and accompanied by the POA and a physician's certification of client's incapacity.


 N/A

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Information-Only Access form

Authorize others to obtain information only on your designated Vanguard accounts.


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Business or organization    
403(b)(7) Plan Authorization Form Kit

Employers/administrators can use this kit to assign or change plan roles, or request online account access. This kit also contains the 403(b)(7) Information Sharing Agreement, Service Program Description, and Individual Custodial Account Agreement.


 N/A

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Agent Authorization

Grant another person full or limited authority to act on your accounts.


Complete online

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Individual 401(k) Plan Authorization Form

Use this form to designate a plan administrator or authorize plan contacts for a Vanguard® Individual 401(k) Plan.


 N/A

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Information-Only Access form

Authorize others to obtain information only on your designated Vanguard accounts.


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Organization Resolution

Authorize an organization's officers and others to conduct transactions on the organization's Vanguard accounts. May also be used to identify authorized persons for an organization serving as an agent on other shareholder's accounts.


 N/A

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Retirement Investment Program Authorization and Trustee Certification

Use this to gain access to your Vanguard Retirement Investment Program.


 N/A

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SEP-IRA/Simple IRA Plan Authorization Form

Use this form to allow online access to SEP-IRA and Simple IRA plan accounts.


 N/A

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Trust accounts    
Trustee Certification

Identifies trustees authorized to act, and can be used to change trustees on nonretirement trust accounts, and on small business retirement plan accounts. *Additional certification may be required.


 N/A

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