Get the right form

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.

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.

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

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 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.

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

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 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.)

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

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.)

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.