Vanguard inherited ira application for nonspouse beneficiaries 2026

1. Click ‘Get Form’ to open the Vanguard Inherited IRA Application in our platform.
2. Begin by filling out Section 1, which requires the original IRA owner's information. Provide their full legal name, Social Security number, date of birth, and date of death.
3. In Section 2, ensure you attach a certified death certificate of the original IRA owner or any primary beneficiaries who predeceased them. Check the box if you want the death certificate returned.
4. Complete Section 3 with your information as the nonspouse beneficiary. Include your full name, contact details, and citizenship status.
5. If applicable, fill out Section 4 for authorized parties such as custodians or guardians if you are a minor or incapacitated individual.
6. In Section 5, designate primary and secondary beneficiaries for your inherited account. Ensure that total percentages equal 100%.
7. Review all sections for accuracy before signing in Section 6. Make sure to read through the terms and conditions carefully.
8. Finally, submit your completed form along with any required documentation using our platform's submission feature.

Start using our editor today to simplify your Vanguard Inherited IRA application process!