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Change the beneficiary designated in your Vanguard Variable Annuity contract.

Change the beneficiary on an existing Vanguard® 529 College Savings Plan or move a portion of the account assets to a new account.

For nonretirement accounts only: Use this kit to change, designate, or delete beneficiaries on your Vanguard nonretirement accounts. (Cannot be used for retirement accounts or annuity contracts.)

For IRA accounts only: Designate or change beneficiaries for your traditional, rollover, SEP, Simple, Roth, and inherited IRA accounts.

For Individual 401(k) accounts only: Use this form to designate or change beneficiaries for your Vanguard Individual 401(k) account. (Note: Employees with an institutional account must use the institutional beneficiary designation form.)

If you are a plan administrator/trustee/authorized individual, use this form to change the address for your retirement plan.

Use this form to authenticate any name differences on your accounts with Vanguard Brokerage Services® and other institutions, as well as on physical securities you present for deposit.

Read this brochure to learn how annuitization can generate a stream of income in retirement.

Use this form to identify current trustees when the identity and/or number of trustees has changed or when the trustees are not identified in The Vanguard 529 College Savings Plan (The Vanguard 529) account.

Use this form when the certificate has had a stop placed on it by the client or the Transfer Agent. A stop is typically the result of the certificate being reported lost or stolen.

Access your account by phone securely and conveniently using Vanguard Voice Verification

Change all or part of your contributions to a different type of IRA or reverse a Roth IRA conversion.

Kit contains the documents required for a plan sponsor to restate their Individual 401(k) plan for PPA- cover letter, adoption agreement, instruction page, opinion letter, and basic plan document. Do not complete this kit to establish or amend a plan.

Use to adjust cost basis elections when directed by a Vanguard representative