Change of Details Form
Vanguard® Investor Index Funds
Valid instructions received by 2.00pm (Melbourne Time) will be processed on that business day.
Complete this form if you are an existing investor who wishes to change your personal details and/or fund details.
I wish to change my
Contact details - please complete sections 1, 2 & 9
Name - please complete sections 1, 3 & 9
Income distribution option - please complete sections 1, 4, 5 & 9
Nominated bank account - please complete sections 1, 5 & 9
Annual Report Options - please complete sections 1, 6 & 9
Statement Options - please complete sections 1, 2, 7 & 9
Tax file number notification or exemption - please complete sections 1, 8 & 9
1. Investor details
Investor number
Investor name
Contact phone number
2. New contact details
Residential Address (must not be a PO Box)
Street Address
Suburb
State
Postcode
Country
Postal Address
Same as above
Postal Address
Suburb
State
Postcode
Country
Contact numbers
Home phone number
Business phone number
Mobile phone number
Fax number
Email address
Contact name for company or any other entity
Title
Mr
Ms
Mrs
Miss
Other
Please state title
Name
Have you moved overseas?
Yes - Please refer to Section 8 as you may need to update your tax status
No
3. Change of name
Title
Mr
Ms
Mrs
Miss
Other
Please state title
New surname
New given name(s)
Please sign Section 3 of the form with your old signature, and section 9 with your new signature.
Please attach certified evidence of change of name. Eg. copy of marriage certificate.
4. Change of income distribution option
Please nominate how you would like your income distributions paid.
Name of Fund
APIR code
Reinvest income
Pay to bank
Vanguard® Index Cash Plus Fund
VAN0100AU
Vanguard® Index Diversified Bond Fund
VAN0101AU
Vanguard® Index Australian Shares Fund
VAN0010AU
Vanguard® High Yield Australian Shares Fund
VAN0017AU
Vanguard® Australian Property Securities Fund
VAN0012AU
Vanguard® Index International Shares Fund
VAN0011AU
Vanguard® Index Hedged International Shares Fund
VAN0107AU
Vanguard® LifeStrategy® Conservative Fund
VAN0013AU
Vanguard® LifeStrategy® Balanced Fund
VAN0124AU
Vanguard® LifeStrategy® Growth Fund
VAN0014AU
Vanguard® LifeStrategy® High Growth Fund
VAN0015AU
If you have selected "Pay to Bank", please complete the "Nominated Bank Account" section.
5. Nominated bank account
Account name
BSB number
Account number
Name of financial institution
Note: These banking instructions for income distribution will replace those that we may have currently recorded.
6. Annual report options
Would you like to receive a copy of the Vanguard Investments annual report?
I wish to receive the annual report via email each year (Please provide your email address in Section 2)
I do not want to receive the annual report
I wish to receive a printed copy of the annual report in the mail each year
7. Quarterly transaction, distribution and annual tax statement options
Would you like receive paper statements in the mail?
I no longer wish to receive paper statements nad wish to to receive an email notification when my statements are online
I wish to start receiving a paper copy of my quarterly transaction and distribution statements
Please note this option does not relate to transaction confirmations.
8. Tax file number notification/change
You may choose to quote your TFN or claim an exemption in relation to your investment in the Vanguard Investor Index Funds by completing this section.
I wish to quote my TFN
I wish to change my TFN
I do not wish to quote a TFN
Tax file number
New tax file number
Reason for exemption
Pensioner
Name of pension
Organisation
Reason for exemption
Non-resident
Country of residence
Other
Reason for exemption
I do not wish to quote a TFN exemption
9. Signatures
Applicant signature/s
Each signatory below confirms that they have been duly authorised to execute this application on behalf of the applicant/s and that the signing authorities specified below have also been duly authorised.
Signatory 1
Name
Date
Position
Investor
Director
Trustee
Other (Please State)
Please state position
Click GENERATE FORM to create a PDF. Please print, sign and post to Vanguard Investments.
