Vanguard giving fund shares to organizations form 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by completing Section 1, which requires your account information. Ensure you provide the full legal name of the account owner and any joint owners, along with the account number.
3. In Table 1, specify the fund shares you wish to gift. You can choose either a total or partial amount. If partial, list specific funds in the appropriate tables.
4. Once Section 1 is complete, send the form along with any necessary documentation to the recipient organization for them to fill out Section 2.
5. The authorized representative of the recipient organization must complete their section and attach an Organization Resolution if required before mailing everything back using the provided postage-paid envelope.

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