Get Vanguard Required Minimum

Navigating the Vanguard Required Minimum Distribution Service Form can be a straightforward process with the right guidance. This document serves as a comprehensive resource for users to understand each section of the form and fill it out accurately.

Follow the steps to successfully complete your Vanguard Required Minimum Distribution Form.

1. Press the ‘Get Form’ button to download the Vanguard Required Minimum Distribution Service Form and open it in your preferred document editor.
2. Identify the type of request you are making. Select whether you are requesting required minimum distributions (RMDs) from your employer plan or making changes to an existing payment schedule.
3. Provide detailed information about the plan(s) from which you intend to take your RMD. This includes the employer name and plan number, which can be located on your quarterly account statement.
4. Fill out your personal information. Enter your full name, date of birth, social security number, and daytime phone number.
5. Complete the beneficiary information section if applicable. This only applies if your sole primary beneficiary is your spouse who is more than ten years younger than you.
6. If this is your first RMD and you wish to delay it, indicate your preferred month for receiving the distribution. Otherwise, move to the next section.
7. Specify the ongoing distribution instructions, including how much you wish to receive, frequency of payments (monthly, quarterly, semiannually, or annually), and the beginning payment date.
8. Choose the payment method. You can select to receive a check, deposit into a Vanguard non-retirement account, or direct deposit to your bank account.
9. Indicate how you would like income tax withholding to be handled. You can choose to withhold federal and state income taxes or decline withholding altogether.
10. Authorize the form by signing in the designated section, ensuring that you understand your obligations regarding the distribution and tax implications.
11. If necessary, have your signature notarized, particularly if you selected an electronic transfer to a jointly owned bank account.
12. After completing the form, save your changes. You can then download a copy for your records, share it, or print it out for mailing.

Complete your Vanguard Required Minimum Distribution Form online today to ensure you meet your requirements.