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Forms

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Find the form you need to open a Vanguard® account or manage your existing account. Click Download to view the form online or to download a printable version.

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Account Registration Form - Institutional
Select different institutional account options and open up to five accounts under the same registration. All officers must sign this form.
PDF Download
Certificate of Authority for Retirement Plans
Identify trustees authorized to conduct account transactions on behalf of a retirement plan. All trustees must sign this form, and it must be certified by an authorized officer for the plan sponsor.
PDF Download
Checkwriting Signature Form - Institutional
Establish the checkwriting redemption option ($250 minimum) for your Vanguard institutional accounts offering this service.
PDF Download
Cost Basis Reporting Method Election Form
Use this form to elect the cost basis reporting method Vanguard should use when calculating your cost basis for the redemption of any mutual fund shares from your organization’s account(s).
PDF Download
Exchange Form - Institutional
Exchange shares between funds in identically registered accounts. The authorized signer(s) identified in your Institutional Organization Resoution Form must sign this form.
PDF Download
Institutional Trading Website Registration and Change Form
Make changes to who can view information or make trades on the Vanguard Investment-Only Trading Website.
PDF Download
Organization Resolution-Institutional
Identify officers authorized to conduct account transactions on behalf of a corporation or organization. All officers must sign this form, and it must be certified by a designated officer of your corporation or organization.
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Redemption Form – Institutional
Request the redemption of Vanguard fund shares when proceeds will be sent via a wire or an electronic bank transfer. The authorized signer(s) identified in your Institutional Organization Resolution Form must sign this form.
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Specialized Corporate Reports Registration Form
Establish, maintain, or stop the delivery of Specialized Corporate Reports, which provide summary information for all accounts associated with a particular Vanguard Institutional Asset Management or Financial Advisor Services client.
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Wire Purchase Form – Institutional
Initiate a wire purchase of Vanguard fund shares. The authorized signer(s) identified in your Institutional Organization Resolution Form must sign this form.
PDF Download

     

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