Your input was invalid
This page won't work properly unless JavaScript is enabled.
« Previous page
We want to be sure you get the form you're looking for, so if you're a client, please log on first.
Change the beneficiary designated in your Vanguard Variable Annuity contract.
View and Print
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. (This form cannot be used for any other accounts or annuity contracts.)
For IRA accounts only: Use this form to designate or change beneficiaries for your traditional, rollover, SEP, Simple, Roth, and inherited IRA accounts.
For 403(b)(7) accounts only: Use this form to designate or change beneficiaries for your 403(b)(7) account. (Note: Employees with an institutional account must use the institutional beneficiary designation form.)
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.)
Change the address on your Vanguard account(s) on-line or by mail.
If you are a plan administrator/trustee/authorized individual, use this form to change the address for your retirement plan.
Change your name on your Vanguard® accounts. *Additional certification may be required.
Log in
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.
Add a GLWB rider to an existing Vanguard Variable Annuity.
Read this brochure to learn how annuitization can generate a stream of income in retirement.
Change your name, address, phone number, or successor on your Vanguard® 529 College Savings Plan.
Use this form to transfer all or part of your account balance to a new account owner.
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.
Name a person to succeed you as custodian on your Vanguard® Uniform Gifts to Minors Act (UGMA) or Uniform Transfers to Minors Act (UTMA) accounts. *Additional certification may be required.
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.
Employers and plan sponsors can use this form to comply with the information sharing requirements related to contract exchanges.
Initiate a salary reduction agreement between an employer and employee for 403(b)(7) individual custodial accounts. This form requires signatures from both the employee and employer.
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 this form to select your preferred cost basis method.
If you're an Asset Management Services client, you can use this form to select your preferred cost basis method.
Add your tax-filing status and taxpayer identification number to your Vanguard accounts. Individuals should use their Social Security number; business organizations should use their employer identification number.
Special notice to non-U.S. investors
Call 877-662-7447
Call your representative
Open account forms
Manage your account forms
Review or modify your literature order