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Vanguard trustee certification form 2026
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- Click ‘Get Form’ to open the Vanguard Trustee Certification form in our editor.
- Begin by filling out Section 1, 'Trust Information.' Enter the full legal name of the trust and provide the SSN or EIN associated with the existing trust account at Vanguard.
- In Section 2, 'Departing Trustee Information,' list any trustees who are leaving. Specify the reason for their departure and attach necessary documentation as indicated.
- Proceed to Section 3, 'New Trustee Information.' Input details for each new trustee, including their affiliation and contact information. Ensure all required fields are completed accurately.
- In Section 4, 'Certification of All Trustees,' all current and new trustees must sign and date the form. Make sure to notarize these signatures as required.
- Finally, review your entries for accuracy before saving your completed form. Use our platform's features to easily share or print your document.
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vanguard change of ownership form to trust
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