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Vanguard Funds
Converting to Mutual Fund ROTH IRA
Lit No: VDSNC
Revised: 11/01/2014
Form ID: 50394
Publish: 08/15/2016
Details
Vanguard Funds
Rollover IRA Kit
Lit No: VDSNC
Revised: 11/01/2014
Form ID: 50395
Publish: 08/17/2016
Details
Vanguard Funds
SEP-IRA New Account
Lit No: SAAATF
Revised: 07/01/2014
Form ID: 50396
Publish: 08/25/2016
Details
Vanguard Funds
403(b)(7) Custodial Account Kit
Lit No: CUSTAG1
Revised: 04/01/2017
Form ID: 50397
Publish: 08/09/2017
Details
Vanguard Funds
403(b)(7) Distribution Request
Lit No: 403BDIS
Revised: 09/01/2016
Form ID: 50399
Publish: 03/23/2017
Details
Vanguard Funds
403(b)(7) Plan Authorization
Lit No: 403BSD
Revised: 05/01/2017
Form ID: 50400
Publish: 08/09/2017
Details
Vanguard Funds
529 College Savings Plan Enrollment Application
Lit No: 529DIS
Revised: 03/01/2017
Form ID: 50401
Publish: 03/23/2017
Details
Vanguard Funds
529 College Savings Plan Incoming Rollover App.
Lit No: 529IRF
Revised: 03/01/2017
Form ID: 50402
Publish: 03/23/2017
Details
Vanguard Funds
Application Kit for Organizations
Lit No: AACVORG
Revised: 07/01/2016
Form ID: 50404
Publish: 08/25/2016
Details
Vanguard Funds
Application Kit for Trusts
Lit No: VBSAAC
Revised: 07/01/2016
Form ID: 50405
Publish: 08/09/2017
Details
Vanguard Funds
Authorization to Deposit Stock and Bond
Certificates
Lit No: LADS
Revised: 10/01/2014
Form ID: 50406
Publish: 08/19/2016
Details
Vanguard Funds
Brokerage Option Kit
Lit No: CVOPTCVR
Revised: 09/01/2015
Form ID: 50407
Publish: 08/17/2016
Details
Vanguard Funds
Converting to a Brokerage ROTH IRA
Lit No: CMSCHP
Revised: 04/01/2016
Form ID: 50408
Publish: 08/25/2016
Details
Vanguard Funds
Individual 401K Employeer Kit
Lit No: I401KPD
Revised: 09/01/2014
Form ID: 50409
Publish: 09/08/2016
Details
Vanguard Funds
Individual 401K New Account
Lit No: INDSRA
Revised: 09/01/2014
Form ID: 50410
Publish: 08/25/2016
Details
Vanguard Funds
Info. Sharing Agree. for 403(b) Contract Exchanges
Lit No: 403BISA
Revised: 01/01/2009
Form ID: 50411
Publish: 08/19/2016
Details
Vanguard Funds
Individual Variable Annuity Application Kit
Lit No: ZQP2
Revised: 07/01/2014
Form ID: 50412
Publish: 08/30/2016
Details
Vanguard Funds
Organization Resolution
Lit No: VORF
Revised: 04/01/2017
Form ID: 50413
Publish: 08/09/2017
Details
Vanguard Funds
Retirement Investment Accounts
Lit No: S760C
Revised: 09/01/2015
Form ID: 50414
Publish: 08/25/2016
Details
Vanguard Funds
SEP-IRA Kit
Lit No: VIDSNC
Revised: 11/01/2014
Form ID: 50415
Publish: 08/26/2016
Details
Vanguard Funds
SIMPLE IRA Employeer Kit
Lit No: S194CV
Revised: 12/01/2016
Form ID: 50416
Publish: 08/09/2017
Details
Vanguard Funds
SIMPLE IRA New Account
Lit No: S195CV
Revised: 12/01/2016
Form ID: 50417
Publish: 03/23/2017
Details
Vanguard Funds
403(b)(7) Beneficiary Designation
Lit No: 403BEN
Revised: 09/01/2007
Form ID: 51312
Publish: 09/30/2016
Details
Vanguard Funds
IRA Beneficiary Designation Kit
Lit No: BDSBCVR
Revised: 06/01/2016
Form ID: 51313
Publish: 03/23/2017
Details
Vanguard Funds
Individual 401(K) Beneficiary Designation
Lit No: INDBDF
Revised: 09/01/2008
Form ID: 51314
Publish: 09/30/2016
Details
Vanguard Funds
Annuitant's Beneficiary Change
Lit No: ZABS
Revised: 11/01/2014
Form ID: 51315
Publish: 09/30/2016
Details
Vanguard Funds
529 Beneficiary Change
Lit No: 529BCF
Revised: 07/01/2011
Form ID: 51316
Publish: 09/30/2016
Details
Vanguard Funds
401(k) Individual Asset Transfer
Lit No: INDATF
Revised: 10/01/2012
Form ID: 51334
Publish: 10/07/2016
Details
Vanguard Funds
401(k) Individual Roth Transfer to Nonspousa
Lit No: RPMN2
Revised: 01/01/2015
Form ID: 51335
Publish: 10/07/2016
Details
Vanguard Funds
401(k) Individual Roth Transfer to Spousal
Lit No: RPMN2
Revised: 01/01/2015
Form ID: 51336
Publish: 10/10/2016
Details
Vanguard Funds
403(b)(7) Installment Distribution Kit
Lit No: CLMN
Revised: 01/01/2015
Form ID: 51337
Publish: 10/12/2016
Details
Vanguard Funds
403(b)(7) Plan Account Transfer to Nonspousal
Lit No: CLMN
Revised: 01/01/2015
Form ID: 51339
Publish: 10/12/2016
Details
Vanguard Funds
403(b)(7) Plan Account Transfer to Spousal
Lit No: CLMN
Revised: 01/01/2015
Form ID: 51340
Publish: 10/10/2016
Details
Vanguard Funds
403(b)(7) Single Distribution Kit
Lit No: CLMN
Revised: 01/01/2015
Form ID: 51341
Publish: 10/12/2016
Details
Vanguard Funds
401(k) Individual Authorization
Lit No: INDPAF
Revised: 09/01/2014
Form ID: 51342
Publish: 10/10/2016
Details
Vanguard Funds
403(b) Account Exchange Transfer Kit
Lit No: ATA72CV
Revised: 09/01/2015
Form ID: 51343
Publish: 10/12/2016
Details
Vanguard Funds
403(b)(7) Salary Reduction Agreement
Lit No: SR72E1
Revised: 06/01/2012
Form ID: 51344
Publish: 10/11/2016
Details
Vanguard Funds
529 Account Information Change
Lit No: 529ACF
Revised: 09/01/2011
Form ID: 51345
Publish: 10/11/2016
Details
Vanguard Funds
529 Additional Purchase
Lit No: 529APF
Revised: 02/01/2013
Form ID: 51346
Publish: 10/10/2016
Details
Vanguard Funds
529 Agent Authorization Limited POA
Lit No: 529LPOA
Revised: 08/01/2015
Form ID: 51347
Publish: 10/11/2016
Details
Vanguard Funds
529 Automactic Investment Plan Electronic
Lit No: 529AIF
Revised: 09/01/2014
Form ID: 51348
Publish: 10/11/2016
Details
Vanguard Funds
529 Change of Ownership
Lit No: 529CO
Revised: 09/01/2011
Form ID: 51349
Publish: 10/10/2016
Details
Vanguard Funds
529 Exchange Future Contribution Allocation
Lit No: 529ERF
Revised: 03/01/2017
Form ID: 51350
Publish: 03/23/2017
Details
Vanguard Funds
529 Organization Resolution
Lit No: 529OR
Revised: 09/01/2014
Form ID: 51351
Publish: 10/10/2016
Details
Vanguard Funds
529 Power of Attorney
Lit No: 529POA
Revised: 09/01/2014
Form ID: 51352
Publish: 10/10/2016
Details
Vanguard Funds
529 Trustee Certification
Lit No: 529TCF
Revised: 09/01/2014
Form ID: 51353
Publish: 10/12/2016
Details
Vanguard Funds
529 Withdrawal Request
Lit No: 529DRF
Revised: 02/01/2013
Form ID: 51354
Publish: 10/07/2016
Details
Vanguard Funds
Brokerage Affidavit of Residence
Lit No: VDAR
Revised: 11/01/2007
Form ID: 51355
Publish: 10/07/2016
Details
Vanguard Funds
Brokerage IRA In-Kind Distribution
Lit No: VIRKT
Revised: 09/01/2014
Form ID: 51356
Publish: 10/12/2016
Details
Vanguard Funds
Change of Address
Lit No: RPONP
Revised: 08/01/2012
Form ID: 51357
Publish: 10/07/2016
Details
Vanguard Funds
Checklists for Inhertiting Financial Affairs
Lit No: WTSCL
Revised: 08/01/2016
Form ID: 51358
Publish: 10/11/2016
Details
Vanguard Funds
Cost Basis Adjustment for Inherited Shares
Lit No: CBIS
Revised: 12/01/2011
Form ID: 51359
Publish: 10/11/2016
Details
Vanguard Funds
Cost Basis Method Election for Asset Manag.
Lit No: CBSFA
Revised: 10/01/2011
Form ID: 51360
Publish: 10/11/2016
Details
Vanguard Funds
Cost Basis Method Election
Lit No: CBSFR
Revised: 10/01/2011
Form ID: 51361
Publish: 10/11/2016
Details
Vanguard Funds
Death Benefit Opiton Change
Lit No: ZDBC
Revised: 07/01/2014
Form ID: 51362
Publish: 10/11/2016
Details
Vanguard Funds
Employee Stock Option Exercise Program Kit
Lit No: VBSECVRT
Revised: 09/01/2016
Form ID: 51363
Publish: 03/23/2017
Details
Vanguard Funds
Individual 401(k) Asset Transfer
Lit No: INDATF
Revised: 10/01/2012
Form ID: 51364
Publish: 10/11/2016
Details
Vanguard Funds
Inherited Retirement Account Beneficiary
Lit No: FBIF
Revised: 12/01/2010
Form ID: 51365
Publish: 10/11/2016
Details
Vanguard Funds
Instructions for Selling Your Stock
Under SEC Rule 144
Lit No: VBCPKCV
Revised: 03/01/2010
Form ID: 51366
Publish: 10/11/2016
Details
Vanguard Funds
Letter of Instruction for Gifts of Securities
Lit No: GIFF
Revised: 01/01/2011
Form ID: 51367
Publish: 10/07/2016
Details
Vanguard Funds
Name Change
Lit No: ZNCF
Revised: 07/01/2014
Form ID: 51368
Publish: 10/07/2016
Details
Vanguard Funds
NonRetirement Account Investment
Lit No: NRPUR
Revised: 06/01/2014
Form ID: 51369
Publish: 10/11/2016
Details
Vanguard Funds
Retiremenet Plan Change of Address
Lit No: INDCOA
Revised: 12/01/2010
Form ID: 51370
Publish: 10/10/2016
Details
Vanguard Funds
Retirement Account Contribution
Lit No: RETPUR
Revised: 06/01/2014
Form ID: 51371
Publish: 10/10/2016
Details
Vanguard Funds
Retirement Investment Program Redemption
Lit No: RPMN2
Revised: 01/01/2015
Form ID: 51372
Publish: 10/10/2016
Details
Vanguard Funds
SEP IRA SIMPLE IRA Plan Authorization
Lit No: SSIPAF
Revised: 02/01/2014
Form ID: 51373
Publish: 10/11/2016
Details
Vanguard Funds
SEP-IRA Installment Distribution Request
Lit No: SIIDR
Revised: 09/01/2015
Form ID: 51374
Publish: 10/11/2016
Details
Vanguard Funds
SIMPLE IRA Contribution Remittance
Lit No: CRSIAE
Revised: 12/01/2011
Form ID: 51375
Publish: 10/11/2016
Details
Vanguard Funds
SIMPLE IRA Installment Distribution Request
Lit No: FSIDRE
Revised: 09/01/2015
Form ID: 51376
Publish: 10/11/2016
Details
Vanguard Funds
Stock and Bond Certificate Transfer Kit
Lit No: SBCV
Revised: 09/01/2015
Form ID: 51377
Publish: 10/12/2016
Details
Vanguard Funds
Stop Release Request
Lit No: VSRR
Revised: 12/01/2014
Form ID: 51378
Publish: 10/12/2016
Details
Vanguard Funds
Transfer on Death Plan Kit
Lit No: BDBPCVT
Revised: 06/01/2016
Form ID: 51379
Publish: 03/23/2017
Details
Vanguard Funds
Transfer of 403(b)(7) Holdings Due to Divorce
Lit No: CLMN
Revised: 01/01/2015
Form ID: 51380
Publish: 10/06/2016
Details
Vanguard Funds
Transfr of IRA Holdings Due to Divorce
Lit No: COODD
Revised: 09/01/2015
Form ID: 51381
Publish: 10/07/2016
Details
Vanguard Funds
Trustee Certification
Lit No: CMSCHP
Revised: 04/01/2016
Form ID: 51382
Publish: 10/12/2016
Details
Vanguard Funds
Variable Annuity Withdrawal
Lit No: ZWF4
Revised: 07/01/2014
Form ID: 51383
Publish: 10/07/2016
Details
Vanguard Funds
Updated Bank Authorization Agreement
Lit No: BNKSIG
Revised: 06/01/2017
Form ID: 55120
Publish: 08/09/2017
Details
Vanguard Funds
Margin Account Application
Lit No: MARAG
Revised: 09/01/2015
Form ID: 55121
Publish: 03/29/2017
Details
Vanguard Funds
Bank Transfer Service
Lit No: BTSF
Revised: 07/01/2015
Form ID: 55122
Publish: 03/30/2017
Details
Vanguard Funds
Automatic Asset Rebalancing
Lit No: ZARS
Revised: 07/01/2014
Form ID: 55123
Publish: 03/30/2017
Details
Vanguard Funds
National Trust Company Certification of Trust
Lit No: VNTCCOT
Revised: 04/01/2015
Form ID: 55124
Publish: 03/29/2017
Details
Vanguard Funds
Successor Custodian Designation
Lit No: SSCD
Revised: 04/01/2017
Form ID: 55125
Publish: 08/09/2017
Details
Vanguard Funds
Understanding Uniform Gifts or Transfer to Minors
Lit No: AREG
Revised: 11/01/2014
Form ID: 55126
Publish: 04/10/2017
Details
Vanguard Funds
Automatic Transfer
Lit No: ZMTFAO
Revised: 07/01/2014
Form ID: 55127
Publish: 03/30/2017
Details
Vanguard Funds
Automatic Exchange Service
Lit No: ZESS
Revised: 07/01/2014
Form ID: 55128
Publish: 03/29/2017
Details
Vanguard Funds
One And The Same Certification
Lit No: VBOS
Revised: 02/01/2017
Form ID: 55129
Publish: 03/30/2017
Details
Vanguard Funds
Change of Ownership Between Nonretirement Accounts
Lit No: TSNF
Revised: 10/01/2014
Form ID: 55130
Publish: 03/30/2017
Details
Vanguard Funds
Information - Only Access
Lit No: NIAF
Revised: 10/01/2015
Form ID: 58054
Publish: 08/22/2017
Details
Vanguard Funds
Irrevocable Stock or Bond Power
Lit No: IBPF
Revised: 11/01/2011
Form ID: 58055
Publish: 08/22/2017
Details
Vanguard Funds
Agent Authorization
Lit No: AGENT
Revised: 07/01/2015
Form ID: 58056
Publish: 08/22/2017
Details
Vanguard Funds
SIMPLE IRA Excess Deferral Removal
Lit No: SBSECRF
Revised: 04/01/2017
Form ID: 58057
Publish: 08/21/2017
Details
Vanguard Funds
VA Agent Certification for Incapacitated Person
Lit No: ZIPS
Revised: 07/01/2014
Form ID: 58058
Publish: 08/21/2017
Details
Vanguard Funds
VA Certificate of Authority for Trusts
Lit No: ZCAT
Revised: 07/01/2014
Form ID: 58059
Publish: 08/21/2017
Details
Vanguard Funds
Indemnification & Certification of Corp/Org.
Lit No: ZCRS
Revised: 07/01/2014
Form ID: 58060
Publish: 08/21/2017
Details
Vanguard Funds
VA Interested Party Authorization
Lit No: ZMRS
Revised: 07/01/2014
Form ID: 58061
Publish: 08/21/2017
Details
Vanguard Funds
VA Power of Attorney Authorization
POA
Lit No: ZIP2
Revised: 07/01/2014
Form ID: 58062
Publish: 08/21/2017
Details
Vanguard Funds
Authorization for Provide Info. to Employer
Lit No: AAEMF
Revised: 06/01/2015
Form ID: 58063
Publish: 08/21/2017
Details
Vanguard Funds
Agent Certification for Incapacitated Person
Lit No: DLAF
Revised: 10/01/2012
Form ID: 58064
Publish: 08/21/2017
Details
Vanguard Funds
Retirement Investment Program
Authorizaton and Trustee Certification .
Lit No: SBRIPPP
Revised: 06/01/2014
Form ID: 58065
Publish: 08/21/2017
Details

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Aberdeen Asset Management
AIG Annuities - Fixed
AIG Annuities - Index
AIG Annuities - Variable
AIG Annuities - Variable NY
AIG Funds
Alger Funds
Alliance Bernstein
Allianz Global Investors
Allianz Life Insurance Company of North America
Allstate Life Insurance Company
Amana Mutual Fund
American Beacon
American Century Investments
American Equity Investment Life Insurance Co.
American Funds
American General Life - Annuities
American General Life and Accident Ins. Co. (AIG)
American Realty Capital
American United Life
AMG Funds
Amundi Pioneer Asset Management
API Funds
Aquila Funds
Arctrust
Ariel Investments
Arrow Funds
Ascendant Capital --NEW--
Aspire Financial Services
ATEL Capital Group
Athene Annuity
Ave Maria
AXA Equitable - Annuities
AXA Equitable - Life Insurance
Behringer Harvard Securities
Bel Air Investment Advisors LLC
Berwyn Funds
Black Creek Group
BlackRock
Bluerock Capital Markets
Bright Directions
Bright Start 529
Brighthouse Financial
Buffalo Funds
Burnham Funds
Calamos Investments
Calvert Investments
Cantor Fitzgerald
Capital Management Group
Carter Validus Mission Critical REIT
Carter Validus Mission Critical REIT II
Catalyst Funds
Cavanal Hill Funds
Charles Schwab & Co., Inc.
CIM Group
CION Investments
Clark Capital
CLS Investments
CNL
College Choice 529
Columbia Threadneedle
Community National Bank
Cottonwood Residential --NEW--
Country Financial
Cypress Leasing
Davis Funds
Delaware Investments
Delaware Life Insurance
Dodge & Cox
DoubleLine Funds
Dreyfus
Driehaus Capital Management
Dunham & Associates Investment Counsel
Eagle Asset Management
Eagle Life Insurance Co --NEW--
Eaton Vance
Edgar Lomax
Edgewood Funds
Empire Financial Group
Evolv Capital
Fairholme Funds
Federated Investors
Fidelity & Guaranty Life
Fidelity Advisors
Fidelity Investments Institutional Wealth Services
First Eagle Funds
First Investor Funds
FolioFN
Forethought Distributors
Forward Funds
Franklin Square Capital Partners
Franklin Templeton
FSC Securities Corp
FTJ FundChoice
Future Scholar
Gabelli Funds
Goldman Sachs Asset Management
Grant Park Funds
Great-West Financial
Greenbacker
Griffin Capital
Guardian Insurance & Annuity Company, Inc.
Guggenheim Investments
Harbor Funds
Hartford Investment Financial Svcs - Annuities
Hartford Investment Financial Svcs - Mutual Funds
Hartford Investment Financial Svcs College Plans
Hartford Life Insurance Company - Life Ins
Heartland Advisors
Henderson Global Investors
Hennessy Funds
Highland Capital Management
Highmark Funds
Hines
Homestead Funds
Horizon Investments
Huntington Funds
ICON Advisers Inc.
Infinity Funds
Inland Securities
Integrity (W&S Financial Group Distributors)-FA
Integrity (W&S Financial Group Distributors)-VA
Integrity Viking Funds
Invesco
IVY Investments
J.P. Morgan Clearing Corp
J.P. Morgan Funds
Jackson National Life Insurance Company
Jensen Funds
John Hancock Freedom 529
John Hancock Investments
John Hancock Life Ins Co - Life Insurance
Kansas City Life Ins
KBS REIT
Keeley Funds
Knighthead Annuities --NEW--
Learning Quest
Leuthold Weeden Capital Management
Liberty Trust Company
Life Insurance Company of the Southwest (LSW)
Lightstone Capital Markets
Lincoln Financial Group - Annuities
Lincoln Financial Group - Life Ins
Lodging Opportunity Fund, REIT --NEW--
Lonestar 529
Loomis Sayles Funds
Lord Abbett & Co.
Loring Ward
Mainstar Trust
MainStay Investments
Manning & Napier
MassMutual - Annuities
MassMutual - Disability Income
MassMutual - Life
MassMutual - Long Term Care
Matthews Asia
MFS Investment Management
Midland IRA --NEW--
Midland National Life
Midland Retirement Distributors
Moody National REIT
MVP Reit
National Integrity (W&S Financial Group Dist) - FA
National Integrity (W&S Financial Group Dist) - VA
National Life Insurance Company
Nationwide Annuities
Nationwide Insurance
New York Life Annuities
NFS (National Financial Services)
Nicholas Family of Funds
NorthStar
Nuveen Advisory
Oakmark Funds
OCM Gold Fund
Ohio National - Annuities
OneAmerica Securities
Oppenheimer Funds
Pacific Advisors Fund
Pacific Funds
Pacific Life & Annuity (NY-Annuities)
Pacific Life & Annuity (NY-Life Insurance)
Pacific Life (Annuities)
Pacific Life (Life Insurance)
Pacific Life Magnastar
Parnassus Funds
Pax World Funds
Permanent Portfolio Funds
Perritt Funds
Pershing
Pershing Advisor Solutions
Phillips Edison
PIMCO
Preferred Apartment Communities
Preferred Capital Securities
Principal Financial Group
Principal Funds
Private Client Services
ProFunds
Protective Life Insurance Company
Provasi Capital Partners
Prudential - M Group
Prudential Annuities
Prudential Annuities (Advanced Series)
Prudential Mutual Funds
Prudential Premier Investment
Prudential Premier Retirement
PruSecure Fixed Indexed Annuity
Putnam Funds
Quaker Funds
Rainier Capital Management
RBC Capital Markets
Redwood Mortgage Investors
Reef Oil & Gas Partners LP
Reliance Standard
ReliaStar Life Insurance Company of New York
Resource Real Estate Opportunity REIT
RK Properties --NEW--
Rodin Global Property Trust
Royal Alliance
Royce Funds
RS Investments
SagePoint Financial
Sammons Retirement Solutions
Saratoga Capital Management
Scholars Choice
Security Benefit Life
SEI (Trust 3000 Forms Only)
SEI (Wealth Platform Forms Only)
Selected Funds
Shopoff Realty Investments
Sierra Income Corporation
Sit Mutual Funds
Spire Investment Partners, LLC
Steben & Company
Stira Capital Markets Group
Strategic Equity Management
Strategic Storage Growth Trust
Strategic Storage Trust II
Strategic Storage Trust IV, Inc
Strategic Student & Senior Housing Trust, Inc
Sun Life of Canada - Annuities
TD Ameritrade
Terra Capital Partners
The Pacific Financial Group
Thompson IM
Thornburg Investment Management
Time Equities --NEW--
Timothy Plan
Tocqueville Funds
Toews Corporation
Touchstone Investments
Transamerica Life Insurance Co - Annuity
Transamerica Life Insurance Co - Insurance
Transamerica Mutual Funds
TriLinc Global Impact Fund
Triloma
Triton Pacific Investment Corporation & TB, LP
Trust Company of America
US Bank
US Government
VALIC
Van Eck Global
Vanguard Funds
Victory Funds
Virtus Funds
Voya - Annuities
Voya - Life Insurance
Voya Investment Management
W P Carey & Co.
Wasatch Funds
Waveland Energy Partners
WBI Investments
Weitz Funds
Wells Fargo Advantage Funds
Westcore Funds
Western National - American General
Western National - US Life
Western-Southern
WNC Housing Credit
Woodbury Financial Services, Inc
Yorktown Funds

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