Get Vanguard Change Of Ownership Phone Number

Complete your task online now, view and print a form, or have literature mailed to you. Use this process to transfer all or part of your account balance to a new account owner. Use this process to transfer nonretirement assets between existing Vanguard Brokerage accounts.

If you have accounts previously enrolled in the Plan, Vanguard will transfer ownership of such Plan Accounts to your Plan Beneficiary following the death of the last surviving joint owner. The surviving owner(s) may change the beneficiary designation or revoke the Plan after the death of an account owner.

As with any new account, the process will include filling out a new account application that will require the beneficiary to provide some personal information—such as Social Security number, annual income and net worth—and make certain decisions about the account.

Mutual fund accounts allow owners to name beneficiaries—in the event of the owner's death. Mutual fund owners can set up a transfer-on-death (TOD) provision whereby the fund's assets would transfer to the beneficiary.

The Transfer on Death Plan offers a convenient way to pass certain types of Vanguard nonretirement assets to your heirs outside of probate. You retain full control of the assets during your lifetime; the named beneficiaries receive them only after your death.

How to Close a Deceased Loved One's Vanguard Account Step 1: Contact Vanguard. Call Vanguard at 877-662-7447, Monday to Friday, 8 a.m. to 8 p.m. EST. ... Step 2: Give the Vanguard account representatives information. ... Step 3: Learn about your options from the Vanguard customer service representative.

Log in (if you're a Vanguard client already) or register for online access (if you're not a Vanguard client already) by creating a username and password. Provide information about the person who passed away. Vanguard will then attempt to verify that the person has passed away using our systems.

How do I add a beneficiary? Select Profile & Account Settings from the main navigation. ... On the Beneficiaries page, choose the account (for non-retirement) or account grouping (for retirement) you'd like to designate beneficiaries for. ... Choose your desired Allocation, then select Continue.