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Vanguard change of ownership form 2026
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- Click ‘Get Form’ to open the Vanguard Change of Ownership Form in our platform.
- Begin by filling out the 'Current Account Owner Information' section. Provide the full legal name, Social Security Number or Employer ID Number, and account number. Ensure accuracy as this information is crucial for processing.
- In the 'Assets You Want to Transfer' section, select whether you want to transfer all assets or specific ones. If transferring specific assets, list the fund numbers along with their corresponding dollar amounts or percentages.
- Next, complete the 'Account to Receive the Transfer' section. Indicate if you are transferring shares to a new or existing Vanguard account and provide the necessary details for the new owner(s).
- Finally, sign in the 'Signature(s) of Current Owner(s) and/or Representative(s)' section. Remember that a signature guarantee may be required if not all owners are on the receiving account.
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