Client Services
Forms
Every time you transact with us or change your details you will need to complete a standard form. By completing a standard form 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.
You will need Adobe Reader to view the form. Download it for free on the Adobe website.
Investors with managed funds up to $500,000
| Complete Online |
Download |
|
| |
|
Additional Application To add to your existing investment via cheque. Payments made through BPay do not require a form to be submitted. |
| |
|
Authorised Representative To appoint an authorised representative to act on your behalf |
| |
|
Change of Details Change name, address or distribution details. |
| |
|
Switching Switching part or all of your investment to a different fund. |
| |
|
Tax File Notification To quote a TFN or claim an exemption. |
| |
|
Transfers Transfer all or part of an investment to another person or entity. |
| |
|
Withdrawal Making a partial or full withdrawal. |
Investors with managed funds over $500,000
| Complete Online |
Download |
|
| |
|
Additional Application To add to your existing investment via cheque. Payments made through BPay do not require a form to be submitted. |
| |
|
Authorised Representative To appoint an authorised representative to act on your behalf |
| |
|
Change of Details Change name, address or distribution details. |
| |
|
Switching Switching part or all of your investment to a different fund. |
| |
|
Tax File Notification To quote a TFN or claim an exemption. |
| |
|
Transfers Transfer all or part of an investment to another person or entity. |
| |
|
Withdrawal Making a partial or full withdrawal. |
Vanguard Personal Superannuation Plan Members
| Complete Online |
Download |
|
| |
|
Contributions These forms need to be completed each time you remit personal contributions to the Plan. |
| |
|
Employer contribution This form provides instructions for your employer to make contributions on your behalf. |
| |
|
Rollover Complete this form to rollover your super benefit from another complying super fund. Vanguard will arrange for the rollover on your behalf. |
| |
|
Withdrawal Making a partial or full withdrawal. |
Vanguard Personal Pension Plan Members
| |
Download |
|
| |
|
Change of details Change name, address or distribution details. |
| |
|
Switching Switching part or all of your investments to a different fund. |
| |
|
Vanguard Personal Pension Plan compliance advice This letter provides compliance advice to your employer. |
| |
|
Withdrawal Making a partial or full withdrawal. |
Some forms can be faxed to 1300 765 712 but conditions apply. For further information, refer to your PDS or contact Client Services.
Vanguard Client Services
Phone: 1300 655 101
Fax: 1300 765 712
Email: clientservices@vanguard.com.au
Postal address
Vanguard Investments
GPO Box 3006FF
Melbourne VIC 3001
Calling from outside Australia?
Phone: +61 3 8888 3888
Fax: +61 3 8888 3777
Vanguard ETF enquiries
Please call 1300 655 888
Vanguard Adviser Services
Phone: 1300 655 205
Fax: 1300 765 712
