Vanguard Retirement Plan Enrollment And Change Form Page 2
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43. Beneficiary Designation
It is important to name a beneficiary. If you don't, your assets may be distributed based on rules that do not reflect your intentions. Additionally,
your designation usually supersedes any other instructions, such as those in your will.
If you prefer, you can designate your beneficiaries online at The online process is faster, easy and secure. If you use
this form, this designation will apply to the plan(s) listed above. If you want to designate different beneficiaries by plan(s), please complete another
form and circle the applicable plan(s) on each form.
Complete Sections 1, 2, 3 and 4. Only if applicable, complete Section 5. Mail to: Vanguard, P.O. Box 1101, Valley Forge, PA 19482.
3a. Current Marital Status
Check one.
Married
I understand that if I do not name my spouse as my sole primary beneficiary in Section 3, my spouse must consent to my chosen
beneficiary(ies) in the presence of a notary public and complete Section 5.
Unmarried
I understand that if I marry in the future, my spouse will be my primary beneficiary, unless I complete a new Beneficiary Designation and
my spouse consents to a different beneficiary in the presence of a notary public.
The percentage of distribution upon your death for all primary beneficiaries must equal 100%; likewise, for contingent beneficiaries. If you need
more space to list additional beneficiaries, photocopy the applicable pages or provide all the information requested on a separate sheet.
If any of your primary beneficiaries is deceased at the time of your death, his or her portion of your assets will be divided proportionately among
your surviving primary beneficiaries, if any. Your contingent beneficiary(ies) will inherit your assets only if you have no surviving primary
beneficiaries at the time of your death.
Primary Beneficiaries
Beneficiary Type
Trust(s)
My Estate
Spouse
Individual(s)
Choose all that apply.
To the trustee of an existing trust
created under agreement
To the trustee of a trust
created under my last will
Section of Will
Complete all applicable fields below.
1)
%
MM/DD/YYYY
Full Name (First, Middle, Last) or Trust Name
Relationship to me
Birth or Trust Date
Percent
Street or P.O. Box
OR
Last Four Digits of SSN
City, State, Zip
Country (if not U.S.)
2)
%
MM/DD/YYYY
Relationship to me
Full Name (First, Middle, Last) or Trust Name
Birth or Trust Date
Percent
Street or P.O. Box
OR
Last Four Digits of SSN
Country (if not U.S.)
City, State, Zip
3)
%
MM/DD/YYYY
Relationship to me
Full Name (First, Middle, Last) or Trust Name
Birth or Trust Date
Percent
Street or P.O. Box
OR
Last Four Digits of SSN
Country (if not U.S.)
Total
City, State, Zip
Percentages
<
must total
100%
100%.
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