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The document outlines the Vanguard Transfer on Death Plan, which allows individuals to designate beneficiaries for their nonretirement mutual fund and brokerage accounts, enabling assets to pass directly to heirs outside of probate after the account owner's death. It emphasizes the importance of consulting legal advisors before enrollment, as the plan may not be suitable for everyone and can conflict with existing wills or trusts. The document details eligibility requirements, beneficiary designation processes, and the implications of using this plan as part of estate planning.

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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.

How do you transfer stock upon death?

This typically involves sending a copy of the death certificate and an application for re-registration to the transfer agent. State law, rather than federal law, governs the way securities may be registered in the names of their owners. In addition, brokerage firms may decide whether or not to offer TOD registration.

Why does Vanguard not allow beneficiaries on joint accounts?

You cannot add beneficiaries to all Vanguard account types. For example, we dont allow you to add beneficiaries to joint accounts because joint accounts simply pass to the surviving owner.

Do banks have transfer on death forms?

A transfer on death is a fairly straightforward strategy to set up. You can head to your bank or other financial institution, fill out the form, and name your assets and beneficiaries.

What to do when an account holder dies in Vanguard?

How everything works Youll answer a few questions. 10-15 minutes. Tell us about yourself and the person who passed away. Youll review and submit your application. 1-3 minutes. Take a look at all the information youve provided and make sure its right. Well handle the rest. 5-7 business days.

Can mutual funds be transferred upon death?

A Transfer on Death (TOD) designation is usually associated with stocks and mutual funds. It allows you to designate a recipient or recipients of the holdings in your account with that institution. It only becomes effective at death.

What are the rules for beneficiaries in Vanguard?

The short answer: Anyone can be a beneficiary on your IRA, including minor children. And your beneficiaries dont need to be family members. Its important that the beneficiaries listed on your Vanguard accounts match your beneficiaries legal names when they inherit the accounts, so dont use nicknames.

Does Vanguard allow transfer on death?

The Transfer on Death Plan is a straightforward way to designate beneficiaries for certain Vanguard nonretirement mutual fund and/or brokerage accounts.

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