Get Purchase Form - Vanguard

This guide will assist users in filling out the Purchase Form for Vanguard online. The form is designed for the purchase of additional shares in a fund, and it includes essential information that needs to be completed accurately.

Follow the steps to complete the Purchase Form effectively.

1. Press the ‘Get Form’ button to access the Purchase Form and open it in your preferred document editor.
2. Begin by entering the shareholder or authorized signer name in the designated fields, ensuring you provide both first and last names.
3. If applicable, fill in the joint shareholder names. This section is for individual investors only and is not required for institutional investors.
4. Provide the legal or registered address. Fill in line 1 and, if needed, line 2.
5. Enter your Vanguard account number in the corresponding field. This information is critical for the processing of your transaction.
6. Fill in your telephone number, fax number, and email address to ensure you can be contacted regarding your purchase.
7. In the details of purchase request section, indicate the shares you wish to purchase. You must specify the units or amounts for each fund you are investing in.
8. Ensure all required fields marked with an asterisk are completed, including signatures and dates.
9. After completing all sections, review the form to verify accuracy. Once satisfied, you can save your changes and choose to download, print, or share the completed form.

Complete your Purchase Form online for a smooth and efficient investment experience.