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Form VDARBrokerage Affidavit of Residence Use this form to certify the last legal address of a deceased Vanguard Brokerage Services account owner. Print in capital letters and use black ink. Questions? Call

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How to fill out brokerage affidavit

01

Step 1: Obtain a copy of the brokerage affidavit form from your broker.

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Step 2: Read the instructions and required information carefully.

03

Step 3: Fill in your personal information, such as your name, address, and contact details.

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Step 4: Include details about your brokerage account, such as the account number and the name of the broker.

05

Step 5: Fill out the financial information section, including details about your income, assets, and liabilities.

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Step 6: Provide any additional information required by the form, such as your employment history or investment experience.

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Step 7: Review the completed affidavit for accuracy and completeness.

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Step 8: Sign and date the form.

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Step 9: Submit the completed brokerage affidavit to your broker or the appropriate regulatory authority, if required.

Who needs brokerage affidavit?

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Brokerage affidavits are typically required by individuals or entities involved in financial transactions, such as investors, traders, or individuals seeking to open a brokerage account.

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They may also be required by regulatory authorities or financial institutions as part of their due diligence process or to comply with legal and regulatory requirements.

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What is brokerage affidavit?

A brokerage affidavit is a legal document that discloses a person's financial interests in securities.

Who is required to file brokerage affidavit?

Individuals or entities who have financial interests in securities are required to file brokerage affidavit.

How to fill out brokerage affidavit?

To fill out a brokerage affidavit, you need to provide information about your financial interests in securities, including details about the securities you own.

What is the purpose of brokerage affidavit?

The purpose of brokerage affidavit is to ensure transparency and compliance with financial regulations.

What information must be reported on brokerage affidavit?

On a brokerage affidavit, you must report details about the securities you own, including the type of securities, their value, and any income generated from them.

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