Get Nonretirement Account Investment Form - Vanguard

Completing the Nonretirement Account Investment Form for Vanguard online can streamline your investment process. This guide provides step-by-step instructions to ensure you fill out the form correctly and efficiently.

Follow the steps to complete your investment form with ease.

1. Click ‘Get Form’ button to obtain the form and open it in your editor.
2. Begin by entering your account owner information. Provide your full name, last four digits of your Social Security number or employer ID number, zip code, and daytime phone number.
3. In the Vanguard funds section, list the fund names or numbers you wish to invest in. If your funds are in a brokerage account, ensure you indicate at least one fund to prevent your check from being credited to your money market settlement fund.
4. For each fund, include the corresponding account number and the amount you wish to invest. Remember to check that your amounts total to the check amount you will provide.
5. Sign the form by providing your signature as the account owner or an authorized individual. Also, indicate the date of your signature.
6. Ensure your check is correctly written to Vanguard and that both written and numeric amounts match. Do not use a future-dated check, starter check, money order, or traveler's check.
7. Review the completed form for accuracy before mailing it along with your check to the specified address for Vanguard.
8. After ensuring all steps are completed, save your changes, download a copy, print it for your records, or share the form as necessary.

Complete your Nonretirement Account Investment Form online today and start your investment journey with Vanguard!