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Get Vanguard Durable Power Of Attorney Form
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How to fill out the Vanguard Durable Power Of Attorney Form online
Filling out the Vanguard Durable Power Of Attorney Form online allows you to designate an agent to manage your Vanguard 529 College Savings Plan effectively. This guide provides clear, step-by-step instructions to help you complete the form with confidence.
Follow the steps to complete the Vanguard Durable Power Of Attorney Form online.
- Click the ‘Get Form’ button to access the Vanguard Durable Power Of Attorney Form and open it in your preferred online document editor.
- Begin with Section 1 by entering your account owner information. This includes your name, permanent address, Social Security Number or other taxpayer identification number, and phone numbers.
- In Section 2, provide information about your agent. This may be an individual or financial advisor. List their name, relationship to you, and contact information—ensuring to follow any special instructions if your agent is a corporation.
- Proceed to Section 3, which is the authorization and indemnification section. Here, you are granting your agent broad powers regarding your account. Carefully read the provided authority details and ensure they align with your wishes.
- Sign and date the document in the designated section. Your signature must be notarized. Arrange for a notary public to witness your signing to ensure validity.
- After completing all sections, ensure that you review your form for accuracy. You can now save your changes, download the completed form, or print it for mailing.
Complete your Vanguard Durable Power Of Attorney Form online today for peace of mind.
When someone dies, their Vanguard account is typically frozen until the necessary legal documentation is submitted. This usually includes a death certificate and can involve the execution of a will or probate process. If you hold a Vanguard Durable Power Of Attorney Form, it may streamline the management of the account during this transition.
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