Vanguard change of ownership form: Fill out & sign online

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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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How do I change the ownership of my Vanguard account?

Log in (if youre already a Vanguard client) or register with Vanguard by providing some personal information and creating a username and password. Provide information about the person who passed away. Upload supporting documents. Choose where you want the inherited assets to go.

How to transition a Vanguard account?

Vanguard opened its doors with a radical ownership structure that, to this day, remains unique in the asset management industry. Were owned by the people who invest in our fundsnot shareholders, not private owners. 1 With no outside owners to satisfy, we focus squarely on meeting the needs of our clients.

How to take ownership of a Vanguard account your parents made for you?

To move your Vanguard mutual funds to a brokerage account, go to vanguard.com/VBAtransition and select Transition now.

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Vanguard change of ownership form 2025

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How to use or fill out Vanguard Change of Ownership Form with DocHub

Complete this form in 5 minutes or less

Got questions?

How do I change the ownership of my Vanguard account?

How to transition a Vanguard account?

How to take ownership of a Vanguard account your parents made for you?

Try more PDF tools

Vanguard change of ownership form 2025

Here's how it works

How to use or fill out Vanguard Change of Ownership Form with DocHub

Complete this form in 5 minutes or less

Got questions?

How do I change the ownership of my Vanguard account?

How to transition a Vanguard account?

How to take ownership of a Vanguard account your parents made for you?

vanguard change of ownership form pdf

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