Vanguard transfer on death form pdf 2025

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You cannot add beneficiaries to all Vanguard account types. For example, we dont allow you to add beneficiaries to joint accounts because joint accounts simply pass to the surviving owner. Below are all the account types that are not eligible for beneficiaries.
Account closure and full transfer out fee Vanguard Brokerage may charge a $100 processing fee for each account closure and full transfer of account assets to another firm.
Its generally a bad idea to name more than one beneficiary, for two reasons. First, if you name your spouse and someone else as beneficiaries, your spouse loses the special benefits and flexibility they would otherwise have. Second, it complicates things.
A joint account holder can designate beneficiaries to the account without authorization from the primary account holder. A beneficiary has no rights or access to your accounts. Beneficiaries can only receive the money in your accounts in the event of your passing.
You can head to your bank or other financial institution, fill out the form, and name your assets and beneficiaries. You maintain full control of the assets specified in the TOD form during your lifetime.
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People also ask

The short answer: Anyone can be a beneficiary on your IRA, including minor children. And your beneficiaries dont need to be family members. Its important that the beneficiaries listed on your Vanguard accounts match your beneficiaries legal names when they inherit the accounts, so dont use nicknames.
The Transfer on Death Plan is a straightforward way to designate beneficiaries for certain Vanguard nonretirement mutual fund and/or brokerage accounts.

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