Vanguard Trustee Certification

form NTCF. Clear All Trustee Certification Use this form to: Questions? Remove trustees from a Vanguard mutual fund or brokerage Call 800-662-2739. trust account (see Section 2). If you need other forms, go to Add trustees to a trust account (see Section 3). Designate the Trustee who is authorized to control e-delivery preferences for a trust account (applies only to trusts registered under an employer ID number (EIN) that have more than one Trustee ). See Section 4 for details. Note: If you're a Trustee on more than one EIN trust with multiple trustees that has an account at Vanguard , you must submit a separate Trustee Certification for each trust to elect e-delivery for that trust. All continuing and new trustees must sign in Section 5. In most cases, signatures must be provided in the presence of a notary public. However, if the trust is registered under an EIN. and you're only completing Sections 1 and 4 of this form , notarization isn't required.

3 of 7 Form NTCF Association If the trustee is authorized to transact on a Vanguard Brokerage Account, check all affiliations that apply, regardless of employment or retirement status. Check this box if you’re associated with a member of a stock exchange, a FINRA

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