Get Change Of Bownershipb Between Nonretirement Bb - Vanguard

This guide provides a comprehensive overview of how to complete the Change Of Ownership Between Nonretirement Brokerage Accounts Form for Vanguard. By following these detailed steps, you will be able to navigate the online submission process with confidence.

Follow the steps to complete the form correctly.

1. Click the ‘Get Form’ button to obtain the form and open it in the editor.
2. Fill in your current account information in Section 1. Provide details for the originating accounts, including the brokerage account number and the money market fund account number. Make sure to include the full legal names of all owners involved.
3. In Section 2, indicate the holdings you wish to move. You may choose to transfer all or only part of your holdings. Clearly specify the names and quantities of the securities or funds.
4. Complete Section 3 to specify the account that will receive your holdings. Choose between setting up a new nonretirement Vanguard brokerage account or using an existing one.
5. In Section 4, review the signature and authorization requirements. Ensure that all necessary signatures are obtained, especially if a Medallion signature guarantee is required based on the transfer circumstances.
6. Once all sections are filled out completely, review your form for accuracy. Make any necessary edits before finalizing your document.
7. After verifying the information, save your changes. You can then download or print the form using the options available in your online editor.
8. Mail the completed form and any additional required documentation to Vanguard, using the provided postage-paid envelope or the address specified for overnight delivery.

Ensure a smooth transfer of your assets by filling out the Change Of Ownership form online today.