Get Vanguard Nonretirement Accounts Form

Filling out the Vanguard Nonretirement Accounts Form online is a streamlined process that enables users to effectively manage their assets between Vanguard accounts. This guide provides clear and concise instructions to ensure that you can complete the form accurately and efficiently.

Follow the steps to complete the Vanguard Nonretirement Accounts Form online.

1. Click ‘Get Form’ button to obtain the Vanguard Nonretirement Accounts Form online.
2. Begin by entering the account number you want to move holdings from. Ensure that you include the name exactly as it appears on the account, and provide the last four digits of the Social Security number or employer ID number along with the zip code.
3. Specify if there is a joint owner, custodian, or co-trustee associated with the account. Provide their name and relevant identification information as needed.
4. Next, indicate where the holdings will be moved to. You can choose to open a new Vanguard account or transfer to an existing one. If applicable, provide the necessary details for both the owner and any joint individuals.
5. In Section 3, specify the holdings you wish to move. You can opt to move all holdings or only specific ones. If listing specific holdings, include the number of shares or dollar amount, and the holding name, CUSIP, or ticker symbol.
6. Continue to provide cost basis information, if applicable. Specifically note if you are transferring from an estate or if the account owner has passed away. Adjustments to the cost basis will be made automatically in certain situations.
7. In the signature section, ensure that all required parties sign the form. Remember that a signature guarantee is necessary if the owners of the receiving account differ from the originating account.
8. Finally, make a copy of your completed form for your records and mail it to the designated Vanguard address. Ensure that all pages are included, regardless of whether some sections remain blank.

Complete your Vanguard Nonretirement Accounts Form online today.