Get Vanguard Trustee Certification Form
How it works
-
Open form follow the instructions
-
Easily sign the form with your finger
-
Send filled & signed form or save
How to fill out the Vanguard Trustee Certification Form online
This guide provides users with a detailed walkthrough on how to complete the Vanguard Trustee Certification Form online effectively. The certification form is essential for managing trustee information related to Vanguard mutual fund or brokerage trust accounts.
Follow the steps to fill out your Vanguard Trustee Certification Form online easily.
- Press the ‘Get Form’ button to obtain the Vanguard Trustee Certification Form and open it in the online editor.
- In Section 1, enter the full legal name of the trust. Provide the Social Security number (SSN) or employer ID number (EIN) associated with the existing trust account at Vanguard, as well as the date of the trust agreement in mm/dd/yyyy format.
- If applicable, complete Section 2 by providing the names of departing trustees along with their reasons for departure. Attach necessary documentation to support the reasons stated.
- In Section 3, fill in the requested information for each new trustee. Be sure to provide their SSN or EIN, birth date, contact information, and specify any relevant associations if they will transact on a Vanguard Brokerage account.
- Complete Section 4 if you want to authorize a trustee to elect electronic delivery of trust account documents. Indicate the designated trustee's full name, provide their signature, and email address.
- In Section 5, ensure that all continuing and new trustees sign the document. Signatures generally must be notarized unless you are only filling out Sections 1 and 4 for an EIN trust.
- After completing all sections, review the form to verify accuracy. You can then save changes, download, print, or share the form, as necessary.
Complete your Vanguard Trustee Certification Form online today for efficient trust management.
Related links form
A trustee certification is a formal declaration affirming that an individual is authorized to act as a trustee of a particular trust. This certification often accompanies the Vanguard Trustee Certification Form, which outlines the trustee's responsibilities and powers. By using this certification, you can ensure smooth transactions and interactions involving the trust, providing peace of mind for all parties involved.
Industry-leading security and compliance
-
In businnes since 199725+ years providing professional legal documents.
-
Accredited businessGuarantees that a business meets BBB accreditation standards in the US and Canada.
-
Secured by BraintreeValidated Level 1 PCI DSS compliant payment gateway that accepts most major credit and debit card brands from across the globe.