Get Vanguard Form Cobo 2018-2025

Filling out the Vanguard Form COBO online is essential for identifying the beneficial owners and individuals with control over an organization or trust. This guide will provide clear, step-by-step instructions to help you understand each section of the form and ensure you complete it accurately.

Follow the steps to successfully complete the Vanguard Form COBO online.

1. Click ‘Get Form’ button to access the form and open it in your editor.
2. In Section 1, enter the organization or trust information. Specify whether it is a new or existing account by checking the appropriate box. Provide the full legal name of the organization or trust.
3. Proceed to Section 2 and provide the required details for the person with control. This individual should have significant responsibility for managing the organization or trust, such as an executive officer. Enter their full name, date of birth, contact information, and taxpayer identification number.
4. In Section 3, list all beneficial owners who hold at least 25% ownership in the account. You may need to include additional owners holding at least 10% ownership in certain cases. Remember to check if there are no beneficial owners and proceed to Section 4 if that applies.
5. Complete the individual or organization details for each beneficial owner listed. This includes their full name, date of birth, tax identification number, citizenship, and address information.
6. In Section 4, gather signatures from authorized signatories of the organization or trust. Each individual must certify the information provided and sign with today's date.
7. After all sections are completed, make sure to review the form for accuracy. Save any changes made, and then you can download, print, or share the form as necessary.

Complete your Vanguard Form COBO online today for seamless management of your account.