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                Get Vanguard Custodial Account
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How to fill out the Vanguard 403(b)(7) custodial account online
This guide provides clear instructions on how to complete the Vanguard 403(b)(7) custodial account form online. Follow the steps carefully to ensure accurate submission and effective management of your retirement contributions.
Follow the steps to successfully complete the Vanguard custodial account form.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- Enter your employee information in the appropriate fields. Include your Social Security number, full name (first, middle initial, last), and street address or P.O. box number. Don’t forget to fill in the city, state, and zip code.
- Provide your employer information. Fill in the name of the employer and the address (street address or P.O. box number), along with the city.
- Indicate the contribution amount you wish to contribute to your Vanguard 403(b)(7) custodial account. Specify either the dollar amount or percentage contribution from each regular pay period. Enter the date on which you want the contributions to start.
- Review the section regarding signatures. As the employee, affirm your understanding of the terms, such as the automatic renewal of this agreement and your responsibility for contribution limits. Ensure your signature is included, along with the signature of the plan administrator and the date.
- After completing all fields, save your changes. You can also choose to download, print, or share the completed form as necessary.
Complete your Vanguard custodial account form online today to take control of your retirement planning.
Setting up a custodial account is straightforward. You simply need to visit the Vanguard website and navigate to the custodial account section. Provide the required personal information for both you and the child. Once you complete the application, you can start funding the Vanguard Custodial Account to help build your child’s wealth.
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