Vanguard trustee certification form 2026

1. Click ‘Get Form’ to open the Vanguard Trustee Certification form in our editor.
2. 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.
3. In Section 2, 'Departing Trustee Information,' list any trustees who are leaving. Specify the reason for their departure and attach necessary documentation as indicated.
4. 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.
5. 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.
6. Finally, review your entries for accuracy before saving your completed form. Use our platform's features to easily share or print your document.

Start using our platform today to streamline your document editing and signing process for free!