Get 888 237 9045

Filling out the 888 237 9045 form is an essential process for individuals managing inherited shares. This guide provides clear, step-by-step instructions to help users complete the form accurately and efficiently online.

Follow the steps to successfully complete the form online.

1. Click the ‘Get Form’ button to acquire the form and open it in your digital document editor.
2. Enter beneficiary or transferee account owner information. Fill in the full name of the individual, Social Security number or taxpayer ID, joint account owner or authorized representative details, street address, city, state, zip code, daytime and evening phone numbers, and email address.
3. Specify the valuation date for the inherited shares. Choose either the fair market value on the date of death or the alternate valuation date if it has been elected.
4. If opting for fair market value on the date of death, complete the associated section by providing the decedent’s account number, beneficiary account number, date of death, ownership percentage, and details of the mutual fund or security, including name, symbol, and number of shares transferred.
5. If selecting the alternate valuation date, provide the necessary details for each security in the specified section or attach a schedule that includes all required information.
6. Review the authorization section carefully and add signatures for all required parties, including the current account owner, joint account owner, and authorized estate representative if applicable, along with the respective dates.
7. Make a copy of the completed form for your records and prepare to send it.
8. Mail your completed form using the enclosed postage-paid envelope, or if you do not have this, send it to the specified addresses for Vanguard.

Start filling out your 888 237 9045 form online today.