Va n g u a r d Dividend Express. The safest, fastest way to deposit dividends in your bank
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1 Va n g u a r d Dividend Express The safest, fastest way to deposit dividends in your bank
2 Vanguard Dividend Express Dividend Express is a free, electronic funds transfer service that automatically deposits Vanguard investment earnings (dividends and capital gains) in your bank, savings and loan, or credit union account by way of the Automated Clearing House (ACH). If your bank is part of the ACH network, as most banks are, you can use Dividend Express. Once you establish the service, Vanguard will transfer your earnings to your bank account automatically at no charge until you cancel the service or close your Vanguard account. 2
3 Service Highlights It saves ti m e. Dividend Express speeds i nvestment income to your bank just one business day after distri b u t i on. I t s secure. With Dividend Expre s s, your income ca n t be lost, s t o l e n, o r d e l ayed in the mail. I t s provided at no charge by Va n g u a rd. Dividend Express costs nothing to use and it helps to keep Va n g u a rd fund expenses low by eliminating ch e cks and postage. I t s conve n i e n t. With Dividend E x p re s s,t h e re s no need to make trips to the bank or wait for ch e cks to cl e a r. The tra n s fer takes place autom a t i ca lly and is con f i rmed on your regular account statement. 3
4 How to Establish Dividend Express Web users can establish the serv i c e online at w w w. v a n g u a rd. c o m. If yo u p re fer to establish the service by mail, f i ll out the attached form and re t u rn it using the enclosed postage-paid e nve l o p e. Be sure to con f i rm that yo u r bank is a member of the ACH netw o rk b e f o re you establish this serv i c e. If you curre n t ly use Va n g u a rd Fu n d E x p re s s s e rvice for tra n s fe r ring assets b e tween Va n g u a rd and your bank, Dividend Express can be established s i m p ly by ca lling You will re c e i ve con f i rm a t i on from Va n g u a rd that the Dividend Expre s s s e rvice has been established. H ow eve r, it will then take a p p rox i m a t e ly 10 business days for Va n g u a rd and your bank to ac t iva te the serv i c e. Du ring this 10-day peri o d, a ny d i s t ri b u t i on payments (dividends and capital gains) to your account w i ll be made by ch e ck and mailed to the address of re c o rd for yo u r Va n g u a rd account. 4
5 Important Points To Remember To con f i rm Dividend Express t ra n s fer amounts, visit our website; ca ll Va n g u a rd Te l e - Ac c o u n t, our 24-hour automated serv i c e, at ; or ch e ck yo u r Va n g u a rd account statement. E a rnings are tra n s fe r red to yo u r banking institution one business d ay after distri b u t i on from the fund. H ow eve r, you should ch e ck with yo u r bank to determine when the mon ey w i ll be available for withdra w a l. Your bank may charge a fee to re c e i ve cash tra n s fers via Dividend Expre s s. 5
6 Other Vanguard Express Services Va n g u a rd offers other e x p ress ro u t e s f o r your mon ey that are free and easy to use. Va n g u a rd Fund Expre s s a ll ows you to purchase or redeem shares by electron i ca lly tra n s fe r ring mon ey b e tween your Va n g u a rd fund account and your bank, savings and loan, o r c redit union account. You can re q u e s t individual tra n s fers by teleph on e, o r establish automatic tra n s fers on the s chedule you select. Va n g u a rd Direct Deposit Se rv i ce t ra n s fers all or part of your payro ll ch e ck or gove rnment payment ($100 or more) dire c t ly into your Va n g u a rd fund account. Va n g u a rd Au t o m a tic Exch a n g e Se rv i c e lets you tra n s fer assets f rom one Va n g u a rd fund account to a n o t h e r, on an automatic schedule that you select. For forms and service inform a t i on,p l e a s e visit our website at w w w. v a n g u a rd. c o m o r ca ll Va n g u a rd toll - f ree at Our Associates are available to assist yo u on business days from 8 a.m. to 9 p. m. and on Sa t u rd ays from 9 a.m. to 4 p. m., E a s t e rn time. 6
7 Post Office Box 2600 Valley Forge, PA World Wide We b w w w. v a n g u a r d. c o m Toll-Free Client Services This brochure may be used in conjunction with the offering of shares of any of the member funds of The Vanguard Group only if preceded or accompanied by a current prospectus of each fund whose shares are being offered. Vanguard funds are offered by prospectus o n l y. Prospectuses contain more complete information on advisory fees, distribution charges, and other expenses and should be read carefully before you invest or send m o n e y. Prospectuses can be obtained directly from The Vanguard Group. Printed on recycled paper The Vanguard Group, Inc. All rights reserved. Vanguard Marketing Corporation, Distributor. BDEB
8 FDEB Vanguard Dividend Express Please use this form to add Dividend Express to your account or to change information with your existing service. Web users can establish this service online at If you have any questions, please call us toll-free at Return the completed form in the enclosed postage-paid envelope or mail to: The Vanguard Group, P.O. Box 2600, Valley Forge, PA Please print in capital letters, preferably in black ink. 1. Shareholder Information Add Dividend Express Service Change Information OR Social Security Number Employer Identification Number Name (First,Middle Initial, Last) Street Address and Apartment or Box Number Daytime Telephone Number Evening Telephone Number City State Zip 2. Required Banking Information (Tape a voided, preprinted check or deposit slip from your checking or savings account below. A canceled check or deposit receipt cannot be accepted.) J. A. Sample Street Anywhere, USA PAY TO THE ORDER OF Dollars FOR: V O I D 1: : Bank Account Number Name of Bank/Credit Union/Savings and Loan Account Type Checking Statement Savings Bank Telephone Number 3. Account Information (Please list the Vanguard fund names and account numbers for which you authorize the electronic transfer of dividends and capital gains to your banking institution. Attach a separate sheet to list additional funds.) Fund Number Fund Name Account Number (over, please)
9 4. Distribution Options (Check the appropriate box below. The distribution option you choose applies to all funds listed in Section 3. Important: If no box is checked, then all distributions will be transferred to your bank account.) Electronically transfer only my income dividends to my bank account and reinvest capital gains. Electronically transfer both my income dividends and capital gains to my bank account. 5. Distribution Information For IRA Owners Only (Important: Please note that Vanguard non-ira retirement plans and 403(b)(7) accounts are not eligible for Dividend Express.) The information below is required to code your tax forms for the Internal Revenue Service. Your reason for distribution: Normal distribution (Check here if you are age or older.) Premature withdrawal 6. Income Tax Withholding For IRA Owners Only Distributions from your Vanguard IRA or Vanguard Roth IRA are subject to federal income tax withholding (at a rate of 10%) unless you elect not to have withholding apply. You may elect not to have withholding apply to your distributions, or increase the amount of withholding, by checking the appropriate box below. Any election by you not to have withholding apply will remain in effect until you revoke it. You may revoke your election at any time by returning a signed and dated revocation to Vanguard. If you elect not to have federal income tax withheld, you will be liable for payment of federal income tax on the taxable portion of your distributions. You may also be subjected to tax penalties under the estimated tax payment rules if your payments of estimated tax and withholding, if any, are not adequate. If you do not specify, tax will be withheld at the ra te of 1 0 %. I elect n o t to have fe d e ral income tax withheld on payments from my Va n g u a rd IRA or Roth IRA. I elect to have federal income tax withheld at the following percentage rate on payments from my Vanguard IRA or Roth IRA. Percentage: _% ( At least 10%) FDEB-page 2 of 2 Signature (IRA Account Owner) Date (Month, Day, Year) 7. Shareholder Signature Required (All account owners must sign exactly as the account is registered at Vanguard.) A signature guarantee is required if the names on your bank account do not match your Vanguard account. Signature (Account Owner or Trustee) Signature (Joint Account Owner or Co-Trustee) Date (Month, Day, Year) Date (Month, Day, Year) Signature Guarantee (If applicable) If the name(s) on your bank account does/do not exactly match the name(s) on all of the Vanguard accounts you have listed, all registered shareholders must have their signature(s) guaranteed by an authorized member of a bank, trust company, a member of a domestic stock exchange, or other eligible guarantor institution. Guarantor s Signature Authorized Officer to Place Stamp Here Guarantor s Title/Name of Institution Date (Month, Day, Year) Applies to all signatures in Section 7. Please return this form in the enclosed postage-paid envelope or mail to: The Vanguard Group, P.O. Box 2600, Valley Forge, PA The Vanguard Group, Inc. All rights reserved. Vanguard Marketing Corporation, Distributor. F D E B
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