Vanguard bank transfer service form 2026

1. Click ‘Get Form’ to open the Vanguard Bank Transfer Service Form in our editor.
2. In Section 1, enter your name and identifying information exactly as it appears on your Vanguard account records. Include your Social Security number or employer ID number.
3. Proceed to Section 2 to specify which Vanguard accounts you will be linking. List the account numbers and names of authorized signers, checking the box if acting as an agent.
4. In Section 3, provide your bank information. Fill in the bank name, account type, routing number, and account number. Attach a voided check or deposit slip as required.
5. Finally, navigate to Section 4 for signatures. Ensure all necessary parties sign where indicated, following the instructions for notarization if required.

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