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Vanguard custodial account 2026
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- Click ‘Get Form’ to open the Vanguard 403(b)(7) Custodial Account Salary Reduction Agreement in the editor.
- Begin by filling out the Employee Information section. Enter your Social Security Number, full name (first, middle initial, last), and your street address or P.O. Box number, followed by your city, state, and zip code.
- Next, complete the Employer Information section. Provide the name of your employer and their street address or P.O. Box number along with the city.
- In the Contribution Amount section, specify how much you wish to reduce from your regular pay period for contribution to your custodial account. You can enter a specific dollar amount or a percentage.
- Indicate the Start Date for these contributions in the designated format (month, day, year).
- Finally, ensure you sign in the Signatures section as both the employee and plan administrator. Include dates where required.
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