Vanguard beneficiary form pdf 2026

1. Click ‘Get Form’ to open the Vanguard Beneficiary Designation Form in the editor.
2. 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.
3. 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.
4. 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%.
5. Next, fill out Section 4 for secondary beneficiaries, following the same process as for primary beneficiaries. Again, ensure total percentages equal 100%.
6. Finally, sign and date the form in Section 4. Review all information for accuracy before submitting.

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