Retirement Account bContribution Formb - Vanguard 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling out the 'Account Owner Information' section. Enter your name, last four digits of your Social Security number or employer ID number, zip code, and daytime phone number.
3. In the 'Investment Instructions' section, select the type of account you are contributing to: Traditional/Rollover IRA, Roth IRA, or SEP-IRA. Check only one option.
4. Specify the type of contribution or rollover you are making. Choose from options like Individual contribution, Employer contribution, Indirect rollover, Direct rollover, or Rollover conversion. Fill in the corresponding amounts for each selected option.
5. List the Vanguard funds you wish to invest in by providing their names or numbers along with account numbers and amounts. Ensure that the total matches your check amount.
6. Sign and date the form in the 'Signature' section. Remember that your signature is required for processing.
7. Finally, follow mailing instructions carefully to send your completed form and check to Vanguard's designated address.

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