Get Automatic Electronic Bank Transfer Form

The Automatic Electronic Bank Transfer Form allows users to start, change, or stop automatic contributions to their Vanguard 529 College Savings Plan. This guide provides clear, step-by-step instructions for completing the form online, ensuring a seamless process for all users.

Follow the steps to complete your Automatic Electronic Bank Transfer Form online.

1. Press the 'Get Form' button to obtain the Automatic Electronic Bank Transfer Form and open it in the editor.
2. Fill in the account information section. This includes your account number, name as the account owner (first, middle initial, last), and phone numbers (daytime and evening). Also, provide the name of the beneficiary (first, middle initial, last).
3. In the options section, complete either A, B, or both. For the Automatic Investment Plan (AIP), state whether you want to add or change your investment amount or debit date. Provide the amount of debit (minimum $50) and select the frequency of the investment (monthly or quarterly).
4. If you choose to increase your AIP annually, specify the amount of increase and the month it will begin. If selecting the Electronic Bank Transfer (EBT) option, indicate whether you want to add, change, or delete this option.
5. Complete the bank information section if adding or changing bank information. This includes the bank's name, routing number, account type (checking or savings), and the bank account number. Confirm that your transfers will only involve a U.S. bank.
6. In the signature section, ensure to sign and date the form. By signing, you certify that the information provided is true and authorize the transactions as specified.
7. After filling out the form, review all the information for accuracy. You can then save changes, download, print, or share the completed form for submission.

Complete your Automatic Electronic Bank Transfer Form online today for a hassle-free investment experience.