Get Vanguard Organization Resolution

The Vanguard Organization Resolution Form is essential for identifying the officers and individuals authorized to conduct transactions on behalf of an organization. This guide provides clear, step-by-step instructions to assist you in completing the form accurately.

Follow the steps to successfully complete your Vanguard Organization Resolution Form.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred editing tool.
2. In Section 1, provide your organization’s full legal name, mailing address, city, state, zip code, and Employer/Taxpayer ID number. Make sure to fill in all required fields, noted with an asterisk (*) for clarity.
3. Proceed to Section 2 to identify the authorized signatories or corporate officers. You need to list their names, titles, and signatures, ensuring that all listed individuals complete this section. Indicate the number of authorized signatories required to transact on behalf of your organization. If no number is provided, a single signature will suffice.
4. In Section 3, the authorized secretary or signatory and one additional signatory must provide their names, titles, and signatures. This section certifies the authority of the listed individuals as per your organization’s governing documents.
5. If your organization has only one authorized signatory, a bank officer, practicing attorney, or member of a domestic stock exchange must complete the specified verification section.
6. Complete the mailing information section, choosing the appropriate address for mailing the completed form based on whether you are using standard or overnight delivery.
7. If applicable, attach Exhibit A to list additional authorized persons. Ensure that each additional individual is identified accurately with their name and title.
8. Review the completed form for accuracy and save your changes. You may choose to download, print, or share the form as necessary.

Start completing your Vanguard Organization Resolution Form online today!