Vanguard transfer on death form pdf 2026

1. Click ‘Get Form’ to open the Vanguard Transfer on Death Form in our platform's editor.
2. Begin by entering your personal information in Section 1. Provide your full legal name, last four digits of your Social Security number, and contact details.
3. In Section 2, select whether you want to establish a new plan, change an existing one, or terminate your plan. Make sure to read the implications of each choice carefully.
4. Proceed to Section 3 where you will designate your primary and secondary beneficiaries. Clearly indicate the percentage of assets each beneficiary will receive, ensuring that the total equals 100%.
5. Review all entries for accuracy before signing in Section 4. Your signature confirms acceptance of the terms outlined in the agreement.
6. Finally, save your completed form and follow the instructions for mailing it back to Vanguard using the provided envelope.

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