Get Vanguard Nonretirement Account Registration Form. Use This Form To Open A Nonretirement Account

Filling out the Vanguard Nonretirement Account Registration Form is essential for establishing a nonretirement account. This guide provides clear and structured steps to help you complete the form accurately and efficiently.

Follow the steps to successfully complete your form.

1. Click the ‘Get Form’ button to access the Vanguard Nonretirement Account Registration Form. This will allow you to fill out the form online.
2. Begin by selecting the type of account you wish to open. Options include individual, joint, UGMA/UTMA, guardian, organization, or trust. Check only one box that applies to your situation.
3. If you selected 'Organization,' provide the necessary organization information, ensuring you check the appropriate registration type and include required documentation.
4. Enter account owner information, including the full, legal names, contact details, and Social Security numbers for each person associated with the account. Make sure all legal adults are included.
5. For trust accounts, provide trust information, including the name of the trust and the employer ID number or Social Security number. Note that the type of trust must be specified.
6. Indicate the funds you would like to invest in by listing the fund names, symbols, and investment amounts. Refer to Vanguard's minimum investment requirements for guidance.
7. Select your initial investment method, such as by check, electronic transfer, or wire. Complete the necessary sections based on your choice.
8. Provide bank information if you opted for electronic transfer or automatic investment plans. Include the bank name, account type, routing number, and account number.
9. Complete the checkwriting section if applicable, including fund names and specifying the number of required signatures.
10. Sign the form in the designated section to authorize the account opening. Ensure all necessary signatures are included.
11. Finally, return pages 1 through 11 of your completed form in the postage-paid envelope, or mail them to the specified address.

Start filling out your Vanguard Nonretirement Account Registration Form online today to take the first step towards achieving your financial goals.