Vanguard beneficiary forms download 2026

1. Click ‘Get Form’ to open the Vanguard Beneficiary Designation Form in the editor.
2. Begin by filling out your personal information in Section 1, including your full legal name, birth date, and contact details. Ensure accuracy as this information is crucial for processing.
3. In Section 2, select the types of IRAs for which you want to designate beneficiaries. You can choose to change all beneficiaries or specify certain IRA types.
4. Proceed to Section 3 to designate your primary beneficiaries. Indicate their names and the percentage of assets they will receive. Remember that the total must equal 100%.
5. If applicable, fill out the secondary beneficiaries section, following the same guidelines for naming and percentage allocation.
6. Finally, review your entries carefully before signing in Section 4. Your signature confirms that you understand and agree to the terms outlined.
7. Once completed, save your form and follow instructions for mailing it back using the provided envelope or upload it directly through our platform if available.

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