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  • Vanguard Trustee Certification Form

Get Vanguard Trustee Certification Form

Form NTCF Clear All Trustee Certification Use this form to identify current trustees when the identity and/or number of trustees has changed or when the trustees aren t identified in the Vanguard.

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You can transfer the following types of accounts to Vanguard online: Most IRAs, including Roth, traditional, and SEP-IRAs. Individual and joint accounts. Uniform Gifts/Transfers to Minors Act (UGMA/UTMA) accounts.

To request a Prospectus for a Non Vanguard Mutual Fund or ETF by mail, please contact us at 1-800-VANGUARD. Use this online process to maintain or establish our Required Minimum Distribution Service on your retirement account.

VNTC must review your trust and supporting documents prior to accepting a position as trustee. The minimum annual trust administration fee is $3,500. The maximum annual trust administration fee for any trust of $10 million or more is $17,500. Additional third-party fees such as legal and accounting fees may apply.

For more detailed statement information, contact Vanguard® Participant Services at 800-523-1188 Monday through Friday from 8:30 a.m. to 9 p.m., Eastern time.

Log in to your Vanguard account and follow the instructions to open a trust account. Note: If you're a new client, call us at 877-662-7447....For a trust under agreement: The trust's name and date. The current trustees' names. All signature pages of the trust document.

Vanguard Adds $20 Annual Paper Statement Fee For Accounts Under $1 Million.

You can set up an account with shared ownership or create one in your name alone.

To open an account, you'll need this personal information: Your bank account and routing numbers. Your Social Security number. Your employer's name and address.

You have the right to request and obtain, free of charge, a paper version of your account statements. You can print it right off Vanguard's website, or contact Vanguard at 800•523•1188 to request that one be mailed. You can also get Vanguard statements by mail automatically.

Vanguard doesn't charge fees for incoming or outgoing transfers, but other companies might.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232