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Designating beneficiaries is an important part of your estate plan because it gives you control over who will receive your assets after your death. It also can help transition your assets with less cost and delay. To designate your beneficiaries by mail Complete the enclosed IRA Beneficiary Designation Form then mail it to us in the postage-paid envelope provided. You ll receive a confirmation by mail once your beneficiary designations have been ...
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How to fill out vanguard beneficiary form pdf

How to fill out Vanguard beneficiary form PDF:
01
Download the Vanguard beneficiary form PDF from the official Vanguard website.
02
Open the form using a PDF reader software on your computer.
03
Start by entering your personal information, such as your full name, address, and contact details, in the designated fields.
04
Provide your Social Security number or Vanguard account number, whichever is applicable.
05
Select the type of account for which you are designating a beneficiary, such as an individual retirement account (IRA) or a brokerage account.
06
Enter the full name, relationship, and contact information of the primary beneficiary in the appropriate fields.
07
If you want to designate multiple primary beneficiaries or contingent beneficiaries, follow the instructions on the form to provide their information.
08
Specify the percentage or fraction of the account assets each primary beneficiary should receive.
09
Indicate whether you want the assets to be divided equally among the primary beneficiaries or in the specified percentages.
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If you have any special instructions or preferences regarding the distribution of your assets, include them in the designated section.
11
Sign and date the form at the bottom to indicate your consent and understanding of the information provided.
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Make a copy of the completed form for your records before sending it to Vanguard using the contact information provided on the form.
Who needs Vanguard beneficiary form PDF:
01
Individuals who have a Vanguard account, such as an IRA or a brokerage account.
02
Those who want to designate one or more beneficiaries to inherit their Vanguard account assets upon their death.
03
Vanguard account holders who want to ensure the proper distribution of their assets according to their wishes in the event of their demise.
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