Fillable Change of account details form

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Change of account details form

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REFORMCODA 052021
Page 1 of 2
Vanguard
®
Investor Funds
Change of account details form
Questions?
Call 1300 655 101 (Australia)
Call (+61) 3 8888 3888 (Overseas)
Vanguard Client Services are available from
8am to 6pm Monday to Friday (Melbourne time)
Complete this form if you are an existing investor and want to change your account
details.
1. Account details (must be completed)
Account number Contact phone number(s)
( )
Investor name
2. Nominated bank account (please complete all sections)
These banking instructions will apply to distributions and withdrawals and will replace those we may have on le for your
account. The bank account must be in the name of the investor.
!
Important: This section is only for clients unable to nominate a bank account using Vanguard Online.
Name of nancial institution
Account name (e.g. John Smith)
BSB number
Account number
3. Change of distribution option
Please tell us how you would like your distributions paid. For assistance with nominating products, please refer to the
investment selection guide attached to the form.
To ensure your distribution payment is effective for upcoming distribution periods, Vanguard requires changes to be pro-
cessed at least 5 business days before the end of the distribution period. Any distribution option changes received thereaf-
ter will be processed once all pending managed fund distributions are nalised and paid.
A. I would like to default all of my holdings to
Reinvested Credited to my bank account
OR
B. I would like my distributions, for the following funds, to be:
Please choose one option only
Name of Fund APIR code
Reinvest
distributions
Credit bank
account
Attach a separate sheet if additional products are required to be nominate
!
Important: Print in CAPITAL LETTERS.
If you need other forms, please go to:
https://www.vanguard.com.au/personal/en/forms-and-notices.
REFORMCODA 052021B
Page 2 of 2
4. Delivery options for your quarterly transaction, distribution and annual tax statement options
This section only applies to accounts that own wholesale funds.
!
Important: This delivery option does not relate to transaction conrmations.
I no longer wish to receive paper statements. I would like to receive an email letting me know when my statements
are available online.
I would like to receive my quarterly transaction, distribution and tax statements via mail.
5. New postal address
If you have requested to receive paper statements and would like to update your account mailing address, please ll in the
below:
Postal address
Address
Suburb, State, Postcode
Country Country of residence
If you would like update this postal address to accountholders, please complete their name details below.
Investor name
Investor name
6. Signatures (must be completed)
Each signatory below conrms that they have been duly authorised to execute this instruction.
Delays in processing will occur when the signatures provided do not match our records. Additional identication documents
may be required to complete your transaction.
Authorised signatory 1 Authorised signatory 2
Signature Signature
Name Name
Date Date
What’s next?
You can return your completed form by sending us a scanned copy from the ‘Message Us’ section within Vanguard
Online or by mail. To avoid duplication, please do not post this form if you have previously submitted it to us.
Mailing address:
Vanguard Personal Investor
GPO Box 1837
Melbourne, VIC 3001
© 2021 Vanguard Investments Australia Ltd (ABN 72 072 881 086 / AFS License 227263). All rights reserved. For more information, please refer to the relevant PDS or IDPS Investor Guide.
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Change of account details form

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Completed 16 July 2021

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