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catattack loves the Fall!

Learn how to add my brokerage account to my trust, and do it. (read all 2 entries…)

I received the forms through an email attachment from Vanguard. 18 months ago

There are two of them. I now have to:

(1) Fill them out.
(2) Take them to a bank and have them certified.
(3) Copy them and mail the originals.

Unfortunately, there are no brick-and-mortar offices of Vanguard. “But our customer service reps are standing by 24-hours-a-day to help you if need be.” Not helpful.

Jun 08, 2008, 07:22AM PDT | 7 cheers

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catattack has gotten 7 cheers on this entry.

• bp cheered this 18 months ago
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