vanguard transfer on death form pdf

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1 In General. You may establish a Vanguard completed and signed Vanguard Transfer on Death Plan Form the Application Form to Vanguard subject to Vanguard s acceptance. O. Box 1110 Valley Forge PA 19482-1110 455 Devon Park Drive Wayne PA 19087-1815 Print Entire Kit Print Form Only The Vanguard Group Inc. All rights reserved. 4 of 4 Vanguard Transfer on Death Plan Agreement Article I Introduction 1. What s inside Is the plan right for you Transfer...
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It's recommended that you read the details of this plan before transferring assets. If you want to transfer more than 50 million to your heirs, or if your estate provides a qualified plan administrator (UP), we can help you. See Transfer on Death Plan Form & Qualified Planners for details. What are the benefits of the Transfer on Death Plan? You don't need probate in order to continue your control of your shares after you die. This is one of the main benefits of the Transfer on Death Plan, as a qualified plan, that lets your beneficiaries continue control of your Vanguard non-retirement assets, for as long as your family continues to maintain eligibility for Vanguard's death benefits. This is one of the main benefits of the Transfer on Death Plan, as a qualified plan, that lets your beneficiaries continue control of your Vanguard non-retirement assets, for as long as your family continues to maintain eligibility for Vanguard's death benefits. For example, if your named beneficiaries receive funds from your designated beneficiary's account and transfer the money after your death, they are acting alone under the Transfer on Death Plan. If they don't continue to own your shares, they may have to pay substantial capital gains tax when you die, based on the actual market value of the shares at the time of your decedent's death. If your heirs want to continue their own investments after you die, this plan applies to them. (See the “Who is eligible” page for specific guidance about who is eligible.) Benefits for estate planning purposes When you transfer one type of nonretirement assets to your heirs, you also transfer the other types of non-retirement assets. You can transfer your shares or your IRA (unless it is a Roth IRA) to a designated plan beneficiary (i.e., designated beneficiary) without probate. (For Vanguard mutual fund shares, see the “What's inside” section in the Transfer on Death Plan brochure.) Your estate plan and beneficiaries would maintain eligibility for the Transfer on Death Plan for the life of your designated beneficiary. You must maintain your named beneficiary's eligibility for the Transfer on Death Plan. If your estate provides a qualified plan administrator, (UP), the Plan will provide these benefits to the UP. That is, if your designated beneficiary dies before the time you need the Transfer on Death Plan, all beneficiaries on your account will be able to continue to receive your investment proceeds.
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