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

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How do I get Vanguard paper forms?

To request a Prospectus for a Non Vanguard Mutual Fund or ETF by mail, please contact us at 1-800-VANGUARD. Use this process to add money to your retirement or nonretirement account by check. Please allow 1-3 business days for processing after we receive your form. Invest online in Vanguard Mutual Funds.

Can I add a beneficiary to my account online?

If you only have online banking, then you should be able to find an option of adding a beneficiary online or contacting someone over the phone to get the process started.

How do I set up 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.

How do I make someone a beneficiary on my bank account?

If the account is already open, its usually easy to go to the bank in person and add one or more beneficiaries to the existing account. Make sure you have your photo ID and the beneficiarys information.

Does Vanguard have beneficiaries?

Your beneficiaries will need to contact Vanguard and alert us to your passing. Well ask for a death certificate and some other information/paperwork. Once we have everything on file, well transfer the assets to any beneficiaries listed on the account. You can learn more about the inheritance process here.

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