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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.

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How do I notify Vanguard of death?

Call us at 800-662-2739. The Transfer on Death Plan is a straightforward way to designate beneficiaries for certain Vanguard nonretirement mutual fund and/or brokerage accounts.

Does Vanguard have TOD accounts?

Adding beneficiaries to nonretirement accounts Nonretirement beneficiaries are facilitated through the Vanguard Transfer on Death (TOD) plan. The TOD plan can affect tax strategies and estate planning, so we strongly encourage all Vanguard clients to consult with a legal advisor before enrolling in the plan.

How do I add an owner to my Vanguard account?

Vanguard has a process for authorizing another person to act on your behalf over your accounts. They call it agent authorization. On Vanguard.com, click on Forms, and then look for Account Access. You can give another person Information-Only access or you can make another person a Limited Agent or a Full Agent.

Can I change my beneficiary on my 401k?

Naming or changing beneficiaries When you establish an IRA or 401(k), you complete a form to name your beneficiaries. Changes are made in the same way \u2014 you complete a new beneficiary designation form. A will or trust does not override your beneficiary designation form.

Does Vanguard have a fee?

A $20 annual fee applies to each of your brokerage and mutual-fund-only accounts. SIMPLE IRAs, Individual 401(k)s, and Vanguard 529 Plan accounts have special account service fees.

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Does Vanguard have beneficiaries?

The short answer: Anyone can be a beneficiary on your IRA, including minor children. And your beneficiaries don't need to be family members. It's important that the beneficiaries listed on your Vanguard accounts match your beneficiaries' legal names when they inherit the accounts, so don't use nicknames.

How do I change my name on Vanguard investment account?

If you have personal Vanguard accounts, you can change your name on vanguard.com. For assistance, contact Crew Retail at 877-662-7447.

Can my wife and I share a Vanguard account?

Yes, you can open and manage multiple Vanguard accounts using the same username and password. For example, if you already have a Stocks and Shares ISA you could open a Personal Pension using the same login details.

Does Vanguard waive transfer fee?

Wire transfers Vanguard Brokerage charges a $10 wire fee for each holding you're redeeming. However, this fee is waived for clients with at least $1 million in qualifying Vanguard assets. While Vanguard doesn't charge a fee for electronic bank transfers, your bank may charge you a fee.

Does Vanguard charge to transfer assets?

Vanguard doesn't charge fees for incoming or outgoing transfers, but other companies might. Check with the company currently holding your account to find out if it has any transfer fees or requirements.

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