Get the right form

 
 

Are you a client?

We want to be sure you get the form you're looking for, so if you're a client, please log on first.

 
 

Designate beneficiaries
  Complete online
Do it now
View and print
Download it now
Annuity beneficiary    
Variable Annuity Annuitant's Beneficiary Change Form

Change the beneficiary designated in your Vanguard Variable Annuity contract.


 N/A

View and Print 

View and print
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.


 N/A

View and Print 

View and print
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.)


 N/A

View and Print 

View and print
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.)


 N/A

View and Print 

View and print
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.


Complete online

View and Print 

View and print
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.)


Complete online

View and Print 

View and print

Special notice to non-U.S. investors

 
 

Have questions?

Call 877-662-7447

Flagship:

Call your representative



Other forms and literature

Open account forms

Manage your account forms


Literature orders

Review or modify your literature order

© 1995–2014  The Vanguard Group, Inc. All rights reserved. Vanguard Marketing Corporation, distributor. Your use of this site signifies that you accept our terms & conditions of use.
Security  |  Prospectuses  |  Careers  |  Mobile  |  Feedback