Get Vanguard Affidavit Of Residence. Use This Form To Certify The Last Legal Address Of A Deceased

Filling out the Vanguard Affidavit of Residence is an important step to certify the last legal address of a deceased Vanguard account owner. This guide will provide you with a clear, step-by-step approach to ensure your form is completed accurately and efficiently.

Follow the steps to successfully complete the Vanguard Affidavit of Residence.

1. Click ‘Get Form’ button to access the Vanguard Affidavit of Residence in a suitable format.
2. Begin by filling in the Vanguard Brokerage Services Account Number at the top of the form. Ensure that you have the correct account number for the deceased.
3. Provide the deceased's full name, including first, middle initial, and last name.
4. Enter the existing address details of the deceased, including street, city, and zip code. Ensure this address reflects their legal residence at the time of death.
5. In the designated area, check the relevant box to identify your role — whether you are the executor, administrator, survivor in joint tenancy, or corporate fiduciary.
6. State the date of death clearly in the specified format of mm/dd/yyyy.
7. Indicate the number of years the deceased resided in the state prior to their death, and confirm they were not a legal resident of any other state in the U.S. at that time.
8. Sign the document in the provided area. Remember, your signature must be notarized on page 2.
9. Complete your contact information by providing your daytime and evening phone numbers.
10. If you are a corporate fiduciary, include the name of the corporation and attach a completed Organization Resolution form certified within the past six months.
11. The second page includes a section for notarization. A notary must sign and apply a seal, ensuring it is dated within 30 days of your submission.
12. Make a copy of the completed form for your records. Mail the original form using the enclosed postage-paid envelope or to the specified address for Vanguard.

Complete your Vanguard Affidavit of Residence online today for seamless processing.