Get Certificate Of Authority For Living Trusts And Retirement Trusts. Use This Form To Name The

Completing the Certificate Of Authority for Living Trusts and Retirement Trusts is essential for ensuring trustees are authorized to manage trust accounts with Vanguard. This guide provides clear, step-by-step instructions to assist users in filling out the form accurately.

Follow the steps to successfully complete the form.

1. Click ‘Get Form’ button to access the form online and open it for editing.
2. In Section 1, fill out the trust information. Enter the Social Security Number or Employer Identification Number of the trust, as applicable. Ensure that you provide the name of the existing trust exactly as it is registered with Vanguard. Include the date of the trust agreement in the specified format (month, day, year), and provide the Vanguard Brokerage Services® account number if there is one.
3. Proceed to Section 2 to gather signatures from all trustees. Ensure all trustees sign the form on the reverse side. If any trustee is an organization, remember that Vanguard requires a certified resolution and indemnification form in addition.
4. If the trust has a brokerage account, each signing trustee must indicate if they are affiliated with a stock exchange or securities group, and include a letter of approval from their compliance officer if applicable.
5. In Section 3, specify the number of signatures required to conduct transactions. If this section is left blank, only one trustee's signature will be necessary for transaction requests.
6. Complete Section 4 by having a bank officer, broker, or practicing attorney certify the trustees' authority. They must sign, provide their title, and include the date for proper validation.
7. Once all sections are filled out and verified, review the form for completeness. Save your changes, then download, print, or share as needed.

Start completing your Certificate Of Authority online today to efficiently manage your trust accounts.