Get Transfer Of Shares Between Vbs Accounts. Use This Form To Transfer Your Securities Between Two

Transferring shares between Vanguard Brokerage Services accounts is a straightforward process that allows individuals to manage their investments with ease. This guide provides a step-by-step approach to completing the Transfer Of Shares form accurately and effectively, ensuring a smooth transfer of your securities.

Follow the steps to complete your Transfer Of Shares form.

1. Click the 'Get Form' button to obtain the Transfer Of Shares Between VBS Accounts form and open it in your editor.
2. Begin with Section 1, where you will need to provide the current account information. Fill in the account number, name of the owner, and the Social Security or employer ID number.
3. Move to Section 2 to specify the holdings you wish to transfer. You can either choose to move all your holdings or only part of them by listing the individual assets and their respective amounts.
4. In Section 3, indicate the account to which the holdings will be moved. Specify if it's an existing account or a new account, and provide the necessary information for the receiving account.
5. Proceed to Section 4, where you must provide your signature and any required Medallion signature guarantees. Be sure to check if a signature guarantee is necessary for your transfer.
6. Finish by reviewing all sections for accuracy, then return pages 1 through 4 of your completed form and any additional required documentation in the prepaid envelope provided.
7. After mailing your form, monitor your account for confirmation of the completed transfer.

Start your transfer process online today to manage your securities efficiently.