Get Vanguard Payer Id

This guide provides clear instructions for successfully completing the Vanguard Payer Id form online. By following the steps outlined below, users can ensure that their taxpayer identification information is submitted accurately to Vanguard.

Follow the steps to complete the Vanguard Payer Id form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by indicating your account information. Select the type of taxpayer from the options provided: Individual, Sole Proprietorship, Limited Liability Company, Corporation, or Partnership. Ensure you check the appropriate box.
3. For Limited Liability Company, specify its tax classification by choosing either Disregarded Entity, Corporation, or Partnership.
4. Provide your full legal name as it appears on your Social Security card, business charter, or other legal documentation. Additionally, enter your daytime and evening phone numbers along with your street address. Note that a P.O. box or rural route is not acceptable.
5. In the Citizenship section, confirm your citizenship status by selecting either U.S. or Resident Alien. If not a U.S. citizen, provide the country of citizenship.
6. List the Vanguard fund account numbers to which this taxpayer ID number certification applies. Ensure you include only the relevant account numbers. If more space is needed, photocopy the page.
7. Enter your taxpayer ID number in the provided box. If you have applied for an SSN, ITIN, or EIN but have not yet received it, specify the date of application.
8. If applicable, check the box for exemption from backup withholding if your entity qualifies. Refer to the guidelines to confirm eligibility.
9. Complete the certification section by affirming your taxpayer ID information is correct and signing the form. If you have been notified by the IRS about backup withholding, be sure to cross out the relevant certification item.
10. Make a copy of your completed form for your records and mail it, along with any necessary attachments, in the enclosed postage-paid envelope. If you do not have this envelope, mail it to the provided Vanguard address.

Complete your forms online today for a smooth submission process.