Get Vanguard 32bj

Filling out the Vanguard 32bj form is an essential aspect of managing your retirement savings plan. This guide provides detailed, step-by-step instructions for efficiently completing the form online, ensuring that you accurately designate your beneficiaries to reflect your wishes.

Follow the steps to complete your Vanguard 32bj form online.

1. Press the ‘Get Form’ button to access the Vanguard 32bj form and open it for completion.
2. In Section I, provide your personal information. Enter your first name, middle name (if applicable), and last name. Then, include your Social Security number, residential zip code, and contact phone number.
3. In Section II, indicate your current marital status by checking the appropriate box: Married or Unmarried. If you are married and choose a beneficiary other than your spouse, be aware that your spouse must consent in the presence of a notary public.
4. In Section III, you will designate your primary beneficiaries. Specify the percentage of distribution you wish for each beneficiary, ensuring that the total equals 100%. If you have additional beneficiaries, you may photocopy the page or provide the information on a separate sheet.
5. For each primary beneficiary, enter their full name, relationship to you, birth or trust date, and the last four digits of their Social Security number or their Tax Identification Number. Repeat this for secondary beneficiaries, with the same attention to detail for their information.
6. In Section IV, sign and date the form as the plan participant. This will replace any prior beneficiary designations. Keep in mind that it may take up to 10 business days for your account to reflect these updates.
7. After completing the form, review all sections for accuracy. Save changes, download, print, or share the completed form as needed to keep a record of your beneficiary designations.

Complete your Vanguard 32bj form online today to ensure your beneficiaries are designated as per your wishes.