Additional annuity forms |
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Guaranteed Lifetime Withdrawal Benefit (GLWB) Election Form
 Add a GLWB rider to an existing Vanguard Variable Annuity.
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View and Print
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Vanguard Variable Annuity Divorce Form
 Use this form to transfer assets in your Vanguard Variable Annuity to your former spouse in the event of a divorce.
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View and Print
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Variable Annuity Death Benefit Option Change Form
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View and Print
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Your Guide to Annuitization Kit (brochure only)
 Read this brochure to learn how annuitization can generate a stream of income in retirement.
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View and Print
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Additional 529 college savings forms |
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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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View and Print
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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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View and Print
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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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View and Print
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Brokerage |
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Stop Release Request
 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.
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View and Print
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Additional forms |
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Add a duplicate statement address
 The duplicate statement mail option allows a client to send information about a given fund/account to another address, in addition to the address of record.
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Choose account statement delivery
 Allows you to choose by which channel you want your statements delivered
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Choose Dividend and Capital Gains Elections
 Allows you to change your dividend and capital gain elections
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Successor Custodian Designation
 Complete this online form to name a person to succeed you as custodian on your Vanguard Uniform Gift to Minors Act (UGMA) or Uniform Transfer to Minors Act (UTMA) account. Once completed you will e-sign and submit the form electronically.
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Update your date of birth
 Update your date of birth
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Update your email address
 Update your email address
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Update your phone number
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Upgrade your mutual fund account to a Vanguard Brokerage Account
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Voice Verification
 Access your account by phone securely and conveniently using Vanguard Voice Verification
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View and Print
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Recharacterization |
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2018 Authorization to Recharacterize IRA Assets
 Change all or part of your contributions to a different type of IRA.
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Log in
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Tax forms |
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Form W-9 (Request for Taxpayer Identification Number and Certification)
 Individuals should use their Social Security number; business organizations should use their employer identification number. For more information, or to review the official IRS Form W-9, please visit IRS.gov.
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Select Cost Basis Method
 Select or change your cost basis method
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Select Cost Basis Method (for exception cases)
 Use to adjust cost basis elections when directed by a Vanguard representative
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