Forms | Client Support

Forms for existing investors only

Vanguard now requires all advisers to use Vanguard standard forms for every transaction to avoid a delay in processing your clients' instructions. Save time by filling out the form online, then print and post it to Vanguard.

To access the industry standard ID Forms for Associations, Government Bodies and Registered Co-operatives, click here.

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Complete online	Download PDF	Vanguard Retail Index Funds
		Additional Application To add to your existing investment via cheque. Payments made through BPay do not require a form to be submitted.
		Change of Details Change name, address or distribution details
		Switching Switching part or all of your investment to a different fund
		Withdrawal Making a partial or full withdrawal
		Authorised Representative To appoint an authorised representative to act on your behalf
		Transfers Transfer all or part of an investment to another person or entity
		Tax File Notification To quote a TFN or claim an exemption
Complete online	Download PDF	Vanguard Personal Superannuation/Pension Plan
		Contributions These forms need to be completed each time you remit personal contributions to the Plan
		Rollover Complete this form to rollover your super benefit from another complying super fund. Vanguard will arrange for the rollover on your behalf.
		Employer contribution This form provides instructions for your employer to make contributions on your behalf
		Withdrawal Making a partial or full withdrawal
		Vanguard Personal Pension Plan compliance advice This letter provides compliance advice for your employer
Complete online	Download PDF	Vanguard Wholesale Index Funds
		Additional Application To add to an existing investment
		Change of Details Change name, address or distribution details
		Switching Switching part or all of an investment to a different fund
		Withdrawal Making a partial or full withdrawal
		Authorised Representative To appoint an authorised representative to act on your behalf
		Transfers Transfer all or part of an investment to another person or entity
		Tax File Notification To quote a TFN or claim an exemption.

Complete online	Download PDF	Vanguard Pooled Superannuation Trusts
		Additional application To add to an existing investment
		Change of details Change personal details (must be authorised by signatories on our records)
		Switching Switching part or all of your investment to a different PST
		Withdrawal For making a partial or full withdrawal
		Transfers Transfer all or part of an investment to another person or entity
Complete online	Download PDF	Vanguard Index Funds for New Zealand Investors
		Additional application To add to an existing investment.
		Change of details Change name, address or distribution details
		Withdrawal For making a partial or full withdrawal.
		Transfers Transfer all or part of an investment to another person or entity.
		AML identification forms
		To access the industry standard ID Forms for Associations, Government Bodies and Registered Co-operatives, click here

Some forms can be faxed to 1300 765 712 but conditions apply. For further information, refer to your PDS or contact Adviser Services.

Important Tax Note
A withdrawal or switch of units could result in a taxable gain or loss. We recommend that you consider your tax implications or obtain professional advice before switching or withdrawing.

Can I transfer my investment to someone else?
Investors may transfer units to another person, if that person is eligible to be an investor in the Fund. However, Vanguard may, at its sole discretion, refuse to register a transfer of units.

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