Forms

To order literature in bulk - more than 30 of any one piece or more than 200 total, call 800-997-2798 Monday through Friday from 8:30 a.m. to 7 p.m. Eastern time.

Name Quantity

Account Registration form 
Open a new nonretirement Vanguard mutual fund account.

Agent Authorization form 
Grant one or more agents (person, organization, or trust) full or limited authority to act on your Vanguard accounts.

Information-Only Access form 
Authorize others to obtain information only on your designated Vanguard accounts.

IRA kit 
Learn about and open a Vanguard® traditional or Roth IRA.

IRA Asset Transfer kit 
Move assets from an IRA at another financial institution to a new or existing Vanguard IRA®.

Opening a Nonretirement Brokerage Account kit 
Learn about Vanguard Brokerage Services® and open almost any type of brokerage nonretirement account.

Organization Resolution form 
Identify the officers or other persons who are authorized to conduct transactions on Vanguard® accounts on behalf of an organization.

Rollover IRA kit 
Move assets from your employer-sponsored retirement plan, or from an IRA that you hold at another institution, to a Vanguard IRA®. (This kit cannot be used to move brokerage assets).

 
 
   

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