Get One-and-the-same Certification Form

This guide provides a step-by-step approach to completing the One-and-the-Same Certification Form online. Following these instructions will help ensure that you accurately authenticate any name differences associated with your accounts at Vanguard Brokerage Services and other institutions.

Follow the steps to complete the form effectively.

1. Press the ‘Get Form’ button to access the One-and-the-Same Certification Form and open it for completion.
2. Complete the certification section by providing the names as they appear on your accounts. This section requires entering the names of individuals who are being certified as the same person.
3. Fill in the account owner information section. Provide the full legal name of the account owner, including the first name, middle initial, last name, and complete address details, such as street address, city, state, and zip code.
4. Enter the daytime and evening phone numbers, including area codes and any necessary extensions.
5. Review the mailing information section. Consider making a copy of the completed form for your records before sending it in the enclosed postage-paid envelope.
6. If you do not have a postage-paid envelope, use the address provided for mailing your completed form to Vanguard Brokerage Services at either the specified P.O. Box or for overnight delivery.
7. Complete the signature section. Sign your name exactly as it appears on the previous page and include the date.
8. Ensure that a signature guarantee is obtained from an authorized officer of an institution, as notaries public cannot provide this guarantee.
9. Include the signature of the authorized officer along with their title and the name of the institution, followed by the date.
10. Finally, save your changes, download or print your completed form for personal records, and share as needed.

Complete your One-and-the-Same Certification Form online today for a seamless processing experience.