Get Vanguard 529 Additional Purchase Form

Filling out the Vanguard 529 Additional Purchase Form online allows users to make additional contributions to their education savings accounts efficiently. This guide provides step-by-step instructions to help users complete the form accurately and ensure their contributions are processed without delay.

Follow the steps to successfully complete the form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Clearly print your account number in the designated field. This number is essential for identifying your account and processing the contribution correctly.
3. Enter the name of the account owner, including first name, middle initial, and last name, in the specified section to ensure accurate record-keeping.
4. Fill in the name of the beneficiary using their first name, middle initial, and last name to confirm who the funds will benefit.
5. In the 'Source of Funds' section, indicate the method of contribution by selecting option A, B, or both. For A, include the amount of the personal check made payable to The Vanguard 529 College Savings Plan.
6. For indirect rollovers under B, specify the amount and attach the necessary supporting documentation from the distributing financial institution detailing contributions and earnings.
7. Ensure that your contribution amount is clear and accurate. Include any required information to avoid delays in processing.
8. After completing all fields, review your entries for accuracy, especially the account and check details, to prevent any processing issues.
9. Return this form along with your check and any other required documents using the enclosed postage-paid envelope, or mail to the provided address for processing.
10. Finally, save changes, download, print, or share the completed form for your records.

Complete your Vanguard 529 Additional Purchase Form online today for a seamless contribution process.