Forms | My account

Investing forms - 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.

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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

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

Vanguard Online

Vanguard Online keeps you in touch with your investments 24 hours a day, 7 days a week. Every Vanguard investor can access this secure online facility.

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