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Additional annuity forms    
Guaranteed Lifetime Withdrawal Benefit (GLWB) Election Form

Add a GLWB rider to an existing Vanguard Variable Annuity.


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Understanding Annuitization

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


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Variable Annuity Death Benefit Change Form
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Additional 529 college savings forms    
Vanguard 529 Account Information Change Kit

Change your name, address, phone number, or successor on your Vanguard® 529 College Savings Plan.


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Vanguard 529 Change of Ownership Kit

Use this form to transfer all or part of your account balance to a new account owner.


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Vanguard 529 Trustee Certification

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.


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Additional forms    
Account Authorization

Grant another Vanguard client(s) full, limited, or inquiry access to your accounts.


Complete online

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Successor Custodian Designation

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.


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Voice Verification

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


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Recharacterization    
Authorization to Recharacterize IRA Assets

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


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Tax forms    
Cost Basis Method Election Form

Use this form to select your preferred cost basis method.


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Cost Basis Method Election Form for Vanguard Asset Management Services Clients

If you're an Asset Management Services client, you can use this form to select your preferred cost basis method.


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Form W-9 (Request for Taxpayer Identification Number and Certification)

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.


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Withholding Notice (WH4P) for U.S. Citizens, Resident, and Non-Resident Aliens

Explains the federal income tax withholding options for Vanguard® traditional IRA distributions to U.S. citizens and resident or non-resident aliens.


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Small business    
403(b)(7) Information Sharing Agreement

Employers and plan sponsors can use this form to comply with the information sharing requirements related to contract exchanges.


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403(b)(7) Salary Reduction Agreement

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.


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Individual 401(k) Salary Reduction Agreement

This is an agreement between employer and employee for an Individual 401(k) account.


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Update your account
Change your address    
Change of Address Form

Change the address on your Vanguard account(s) on-line or by mail.


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Retirement Plan Change of Address

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


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Designate beneficiaries
Annuity beneficiary    
Variable Annuity Annuitant's Beneficiary Change Form

Change the beneficiary designated in your Vanguard Variable Annuity contract.


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College savings beneficiary    
Vanguard 529 Beneficiary Change Kit

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


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Small business    
403(b)(7) Beneficiary Change Form

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.)


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Individual 401(k) 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.)


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Retirement account beneficiary    
IRA Beneficiary Designation Kit

For IRA accounts only: Use this form to designate or change beneficiaries for your traditional, rollover, SEP, Simple, Roth, and inherited IRA accounts.


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Nonretirement account beneficiary    
Transfer on Death (TOD) Plan Kit

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.)


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Correct your name on an account
Change name on annuities    
Variable Annuity Name Change Form
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Name change    
Name Change Form

Change your name on your Vanguard® accounts. *Additional certification may be required.


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One-and-the-Same Certification Form

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.


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Special notice to non-U.S. investors

 
 

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