Mutual Funds

Forms

Vanguard Fixed Annuity Single 5 Beneficiary Change Form

Investor’s guide

simplified employee pension vanguard form

brokerage education savings account application

Additional Purchase Request Form

Vanguard Profit-Sharing Plan Participant Investment Elections Form

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Margin Account Agreement. Use this form to request margin trading for your Vanguard Brokerage Services account. VBS must approve your request before you can conduct margin trading with your account.

Transfer of Shares Between VBS Accounts. Use this form to transfer your securities between two existing Vanguard Brokerage Services accounts, or to move securities into a Vanguard Brokerage account with the same or different account

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Incoming Rollover Form - Vanguard

vanguard hardship withdrawal application

Self-Directed IRA Conversion Forms - Vanguard

SEP-IRA Installment Distribution Request - Vanguard

Vanguard Section 403(b)(7) Retirement Plan (for Employers). Learn about opening a 403(b)(7) retirement plan for employees of a not-for-profit organization and get the necessary forms. Note

Private Placement Redemption Request Form - Vanguard

SEP-IRA Installment Distribution Request - Vanguard

Automatic Investment Plan/ Electronic Bank Transfer Form - Vanguard

Vanguard Fixed Annuity Single 5 Non-Qualified Transfer Form

vanguard trustee certification form

Automatic Payment Rebalancing Form

vanguard 529 additional purchase form

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Brokerage Rollover to IRA

Women and Investing pdf www.vanguard.com The

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Vanguard SEP–IRA Adoption Agreement

Small Business SIMPLE IRA Contribution Remittance Form (crsia). Use this form (if you are a plan administrator), along with a signed new account application, to establish a SIMPLE IRA for an employee.

Vanguard Lifetime Income Program - Annuitant's Beneficiary Change Form. Use this form to change the beneficiary on your Vanguard Lifetime Income Program annuity contract.

Vanguard Variable Annuity Prospectus. Review this prospectus to decide if the fund meets your investment needs. The prospectus details the fund's investment objective, after-tax returns, risks, performance, management, initial minimum

Vanguard Fixed Annuity Single 5 Fixed Annuity Withdrawal Form

1035 Exchange Assignment Form

Vanguard Long-Term Capital Gains Worksheet

Vanguard Lifetime Income Program - Qualified Transfer Form

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Vanguard SIMPLE IRA Installment Distribution Request

Vanguard Limited Agent Authorization. Use this form to identify the person(s) authorized to conduct certain transactions on your behalf for designated Vanguard accounts. This form must be notarized. This form does not allow an agent to

Individual 401(k) Plan Authorization Form - Vanguard

Gifting Shares to Nonprofit Organizations. Use this form to donate Vanguard fund shares to a tax-exempt, nonprofit organization.

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Indemnification and Corporate/Organization Resolution. Use this form to identify officers authorized to conduct transactions or sign checks on behalf of accounts. Using this form means you won't have to provide a certified corporate

Vanguard Asset Management Services Questionnaire

Managing Your Retirement - Vanguard

Vanguard 529 Plan Online

The Vanguard 529 College Savings Plan

Vanguard In-Kind Transfer Authorization Form

Employee Stock Option Exercise Program Kit - Vanguard

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Vanguard Average Cost Summary 2008

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Certificate of Authority for Living Trusts and Retirement Trusts. Use this form to name the trustees authorized to act in behalf of a Vanguard Brokerage Services trust account. The form must be completed by a bank officer, practicing

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SEP-IRA/SIMPLE IRA Plan Authorization Form - Vanguard

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