Get How To Change Name On Vanguard Account

Changing your name on your Vanguard account is a straightforward process that requires attention to detail. This guide will help you navigate the steps necessary to complete the Name Change Form and ensure your accounts are updated correctly.

Follow the steps to successfully complete your name change request.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by filling out Section 1 with your account information. Provide the last four digits of your Social Security number or individual taxpayer ID number, as well as your zip code.
3. If you need to change your name for accounts registered under a different Social Security number or taxpayer ID number, list those holdings and account numbers in the designated space.
4. Proceed to Section 2 where you will provide your former name (including first, middle initial, and last) along with your former signature. Remember to sign before an authorized officer if you are obtaining a signature guarantee.
5. Write your new name in the required format (first, middle initial, last) and provide your new signature.
6. If obtaining a signature guarantee, ensure to include the authorized officer’s title, the name of the institution, and the signed guarantee stamp.
7. Finally, complete the mailing information at the end of the form. Choose the appropriate address for either standard or overnight delivery.
8. Before submitting, review all sections to confirm that the information is correct. Save your changes, and if needed, download, print, or share the form for your records.

Complete your name change request online today!