Forms - for existing investors only
Every time you transact with us or change your details you will need to complete a standard form. By completing a standard forms we can process your request quicker.

You can now complete all our standard forms online using the new forms wizard. You can add to your investment, change your details, switch funds, make a withdrawal and more. All you need to do is complete your details online, print out the automated PDF and return it to us. Save time and do it online.

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

You will need Adobe Reader to view the form. Click here to download for free.

Complete
online
Download
PDF
Vanguard
Wholesale Index Funds
Complete OnlinePDF

Additional Application
To add to an existing investment

Complete OnlinePDF

Change of Details
Change name, address or distribution details

Complete OnlinePDF

Switching
Switching part or all of an investment to a different fund

Complete OnlinePDF

Withdrawal
Making a partial or full withdrawal

Complete OnlinePDF

Authorised Representative
To appoint an authorised representative to act on your behalf

Complete OnlinePDF

Transfers
Transfer all or part of an investment to another person or entity

Complete OnlinePDF

Tax File Notification
To quote a TFN or claim an exemption.

Complete
online
Download
PDF
Vanguard
Pooled Superannuation Trusts
Complete OnlinePDF

Additional application
To add to an existing investment

Complete OnlinePDF

Change of details
Change personal details (must be authorised by signatories on our records)

Complete OnlinePDF

Switching
Switching part or all of your investment to a different PST

Complete OnlinePDF

Withdrawal
For making a partial or full withdrawal

Complete OnlinePDF

Transfers
Transfer all or part of an investment to another person or entity

Complete
online
Download
PDF
Vanguard
Index Funds for New Zealand Investors
Complete OnlinePDF

Additional application
To add to an existing investment.

Complete OnlinePDF

Change of details
Change name, address or distribution details

Complete OnlinePDF

Withdrawal
For making a partial or full withdrawal.

Complete OnlinePDF

Transfers
Transfer all or part of an investment to another person or entity.

institutional team

 

Important notice to investors

GENERAL ADVICE WARNING
Vanguard Investments Australia Ltd (ABN 72 072 881 086 / AFSL 227263 / RSE Licence L0001335) is the product issuer. We have not taken your or your clients' circumstances into account when preparing our website content so it may not be applicable to the particular situation you are considering. You should consider your and your clients' circumstances, as well as our Product Disclosure Statements (PDS), before making any investment decision or recommendation. You can access our PDS on this website or by calling us. Past performance is not indicative of future performance.

© Copyright 2008 Vanguard Investments Australia Ltd

Vanguard Investments Australia