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Vanguard beneficiary form pdf 2026

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The IRA Beneficiary Designation Form (Form R350) is used to designate beneficiaries for IRA assets upon the account owner's death. It allows individuals to specify primary and secondary beneficiaries, ensuring that assets are distributed according to their wishes. The form replaces any previous beneficiary designations and requires detailed information about the account owner and chosen beneficiaries. Instructions for submission and contact information for assistance are also provided.

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Click ‘Get Form’ to open the Vanguard Beneficiary Designation Form in the editor.
Begin by filling out Section 1 with your personal information, including your full legal name, birth date, and contact details. Ensure all entries are in capital letters using black ink.
In Section 2, select the types of IRAs for which you want to designate beneficiaries. You can choose to change all beneficiaries or specify certain IRA types.
Proceed to Section 3 to designate primary beneficiaries. Indicate their names and the percentage of assets they will inherit. Remember that total percentages must equal 100%.
Next, fill out Section 4 for secondary beneficiaries, following the same process as for primary beneficiaries. Again, ensure total percentages equal 100%.
Finally, sign and date the form in Section 4. Review all information for accuracy before submitting.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Can I add a beneficiary online?

Yes, you can add a beneficiary to various accounts, including checking, savings and retirement accounts. You can generally do this online via your banks website or app, or in person at a local branch.

How to set up a beneficiary on Vanguard?

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.

Can you put a beneficiary on a checking account?

Navigate to the Fund Transfer section, where you will typically find the option to add a new beneficiary. Select Add Payee and choose the type of their account (it can be own bank or other banks). Fill in the beneficiarys name, account number, bank name and IFSC accurately, and then click on Add and Confirm.

Can I keep my US Vanguard account if I move abroad?

Can I continue to invest in Vanguard mutual funds if I live outside the U.S.? If youre not a U.S. resident, you may be restricted from opening a Vanguard Brokerage Account. Your options may include finding an alternative brokerage that allows international investors or redeeming your current investments.

How to complete a beneficiary form?

Write the names of the first beneficiary(ies) you would like to receive your benefit after you die. You may name an individual(s), entity (such as a charity, business, religious organization, funeral home, etc.), trust, or estate. You may name more than one.

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What is needed to add someone as a beneficiary?

Most beneficiary designations will require you to provide a persons full legal name and their relationship to you (spouse, child, mother, etc.). Some beneficiary designations also include information like mailing address, email, phone number, date of birth and Social Security number.