Vanguard account transfer department
[PDF File]DIRECT TRANSFER TO ANOTHER INVESTMENT COMPANY
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Account balances change daily based on market performance. Log into your account at TIAA.org or call us at 800-842-2252. A transfer from your TIAA Traditional account may not be available. If you want to make a transfer from your TIAA Traditional account, please call us at 800-842-2252. There are different rules for a transfer from a TIAA ...
Vanguard Statement of additional information
VANGUARD ® INDEX FUNDS ... Transfer and Dividend-Paying Agent. The Funds' transfer agent and dividend-paying agent is Vanguard, P.O. Box 2600, Valley Forge, PA 19482. Characteristics of the Funds‘ Shares Restrictions on Holding or Disposing of Shares. There are no restrictions on the right of shareholders to retain or dispose of a Fund’s shares, other than those described in t he Fund’s ...
[PDF File]Agent Authorization Form - Mutual Fund Strategist
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Vanguard is the custodian must be requested in writing and approved by the plan administrator. 3. Transfer shares from my fund accounts to any account, including in my agent’s name. 4. Make, draw, sign, endorse, initiate, cash, deliver, and stop payment on any checks drawn on a Vanguard account with checkwriting privileges. 5. Change the ...
[PDF File]PERSHING - Account Transfer Form
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Title: PERSHING - Account Transfer Form Subject: v17.0 Created Date: 11/18/2014 10:01:19 AM
[PDF File]Vanguard Quantitative Funds Statement of Additional ...
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VANGUARD ® QUANTITATIVE FUNDS STATEMENT OF ADDITIONAL INFORMATION January 31, 2020 This Statement of Additional Information is not a prospectus but should be read in conjunction with the Fund’s current prospectus (dated January 31, 2020). To obtain, without charge, a prospectus or the most recent Annual Report to
[PDF File]Change of Ownership Between Nonretirement Brokerage ...
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Use this form to move holdings between nonretirement Vanguard Brokerage Services® accounts. You can also move your money market settlement fund and other Vanguard funds that use the same account number. The originating and receiving accounts don’t have to be identically registered—that is, have the same account owners and addresses.
[PDF File]Transfer Authorization for Registered Investments
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account transfer process. It is important to read this document carefully before signing Section D, called Client Authorization on this Account Transfer form. Should you have any questions after reading this document, please be sure to address your inquires with your …
[PDF File]Please use this form to transfer assets from an DOCUMENT ...
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Account transfer-in form Please use this form to transfer assets from an ... DOCUMENT COMPLETION CHECKLIST For best results, please complete the information requested in Sections 1 to 3 using ALL CAPITAL letters and BLACK ink. Use one form for each account that you are transferring. 1. Print this form and fill in completely with all required signatures. 2. Print all pages of your most recent ...
[PDF File]Delivery instructions for securities
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Delivery instructions for securities To the DTC/ Free-delivery department Please accept these instructions as the authorization to transfer the assets specified below to Vanguard Charitable’s brokerage account. Securities should be transferred in-kind and are not to be liquidated. • Receiving firm: Vanguard Brokerage Services
[PDF File]How to establish a relationship with our trust ... - Vanguard
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transfer the trusteeship to a trust company affiliated with VNTC or The Vanguard Group, Inc., at any time. 9. Nonjudicial agreements. VNTC is authorized, without court approval, to enter into binding agreements with the beneficiaries and co-trustees with respect to any matter involving the administration of …
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