Form BTSF- I

Electronic Bank Transfer Form

Use this form to add a U.S. bank account to your Vanguard account so that you can easily move money
between the bank account and your Vanguard account by electronic bank transfer or wire.

How to get started Mail the form to:

You may be able to add a bank online without having to Vanguard
use a form. Log on to your account at vanguard.com. P.O. Box 982901
From the menu, choose My Accounts and select Profile El Paso, TX 79998-2901
and Account Settings. Then select Bank information to For overnight delivery:
add a new bank.
Vanguard
If you choose to submit this form to add a bank, you’ll 5951 Luckett Court, Suite A1
need to provide the following documentation: El Paso, TX 79932-1882
• A
 voided check, preprinted deposit slip, statement, or
Allow approximately one week after we receive this
letter from the bank (see Section 2). The bank must
form in good order for the bank account information to
be a member of the ACH network. If you plan to send
be added to your Vanguard account.
wires, the bank must also be a member of the Federal
Reserve System. If the bank requires “for further
Set up automatic transfers
credit to” information, attach instructions.
Once you’ve received confirmation that the bank
• S
 ignatures of all Vanguard account owners (or their
account has been linked to your Vanguard account, you
full agents) and bank account owners (see Section 3).
can set up automatic transfers between the accounts.
Check with the bank if you have questions about who
Simply log on to your account at vanguard.com. From
must sign to provide authorization for this service. If
the menu, choose My Accounts and select Profile and
the appropriate signatures aren’t provided, the bank
Account Settings, then either Automatic investment or
account may not be linked to your Vanguard account.
Automatic withdrawal. If you need assistance, call us.
Important: If the name(s) on the Vanguard account
and the bank account(s) aren’t the same, all owners
must have their signatures individually notarized.
Form BTSF - I

Electronic Bank Transfer Document Checklist

Use this checklist to ensure that all required parties have signed the Electronic Bank Transfer form and that all
required supporting documentation accompanies this request.

Signatures
All Vanguard and bank account owners/authorized signers must sign on the next page. If there is not a common
owner between the Vanguard account and bank account, all signatures must be notarized. If the signer’s names on
the bank account and the Vanguard account don’t match exactly, the signer is required to sign with their name as
it appears on their bank account (e.g., John Smith vs. John Smith Jr. or Jane Smith vs. Jane Smith-Jones).

Common non-identical registration examples

Example How to sign the form Is a notary required?

The Vanguard and external bank Sign this form using the name as it No notary is required
account have matching appears on bank account
registrations but there is a registration
discrepancy related to a suffix or
abbreviated name

There is an additional signer(s) on All Vanguard and bank account No notary is required
the external bank account and owners must sign this form
there is at least one common owner
for both the Vanguard and the
external bank account

The Vanguard account and the All Vanguard and bank account All signatures must be notarized
bank account have different owners must sign this form
registrations and there are no
common owners/authorized signers
for the Vanguard and the external
bank account
Form BTSF - I

Electronic Bank Transfer Form

Effective September 2021 Questions?
Use this form to add a U.S. bank account to your Vanguard account so that Call 877-662-7447.
you can easily move money between the bank account and your Vanguard
account by electronic bank transfer or wire.
PRINT IN CAPITAL LETTERS AND USE BLACK INK.

1. Vanguard account you’re adding bank account information to

List only one Vanguard account and provide the requested information for each owner or authorized
signer. If any authorized signer is acting as an agent for the account, fill in the Agent circle. Only full
agents can add bank information; limited agents aren’t permitted.
Note: Vanguard may add the bank information to other accounts that list you as an owner, including any
future accounts you open.

Vanguard account number Enter eight or eleven digits

4 3 8 1 2 2 9 0

Account owner information

• For an individual account, only complete the first three rows.
• For a joint account or an account owned by a minor, trust, or organization, complete all five rows.

Account registration: Individual, joint, minor, trust, or organization

Individual

Authorized signer
First name MI Last name Suffix
Heather L Bowser

Last four digits of taxpayer ID Zip code

9 9 0 1 3 4 7 6 1

Additional authorized signer

First name MI Last name Suffix

Are you a full agent on the account listed above? Yes ● No

Note: To list additional authorized signers, trustees, or organization representatives, copy this page to
provide that information.

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Form BTSF - I

2. Bank account information

Bank routing number Enter all nine digits. Account type Fill in one circle.
You must provide this
0 7 2 0 0 0 3 2 6 ● Checking Savings
information.

You must also provide the following:

Please use the chart below to help identify what bank documentation is required.
We do not accept starter checks.

External bank account type Individual, Joint, or Minor Trust or Estate Organization
Required documentation Provide one of the following: Provide one of the following: Provide a letter from your
A voided check A voided check external bank that contains
A deposit slip A deposit slip all of the following:
A bank account statement A bank account statement Printed on bank
Letter from your external letterhead
bank that contains all of Signed by a bank officer
the following:​ Full account registration
Printed on bank Full account number
letterhead​ Name(s) of the authorized
Signed by a bank officer​ signer(s) required to
Full account registration​ authorize debit and credit
Full account number ​ entries on behalf of the
Name(s) of the bank account
authorized signer(s)
required to authorize
debit and credit entries
on behalf of the bank
account ​
Tips • The documentation • The documentation • The documentation
provided must show the provided must show the provided must contain all
name(s) of the account name(s) of ALL trustees or of the above elements.
owners. executors
• Vanguard does not accept
starter checks or
alterations to supporting
documents.

3. Signatures
All Vanguard and bank account owners/authorized signers must sign on the next page.
If I am/we are the owner(s)/authorized signer(s) of the Vanguard account, I/we:
•A
 uthorize The Vanguard Group, Inc., and/or Vanguard Marketing Corporation, and any affiliates of
either (individually or collectively, “Vanguard”), to add the bank account information provided in this
form to my/our Vanguard account(s).
•A
 uthorize Vanguard to send redemption proceeds to the bank account identified in this form as I/we,
or someone I/we have authorized, direct, or to secure payment by electronic bank transfer of amounts
invested by me/us or someone I/we have authorized.

Return ALL pages of this form, even if some sections are left blank.

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 Form BTSF - I

•A
 gree that Vanguard will not incur any loss, liability, cost, or expense for adding bank account
information to my/our Vanguard account(s), or for sending money to, or taking money from, that bank
account if directed to do so by me/us, or someone I/we have authorized.
•U
 nderstand that this authorization may be terminated by me/us at any time by written notification to
Vanguard. The termination request will be effective as soon as Vanguard has had a reasonable amount
of time to act upon it.
If I am/we are the owner(s) and/or authorized signer(s) of the bank account, I/we:
•A
 uthorize The Vanguard Group, Inc., and/or Vanguard Marketing Corporation, and any affiliates of
either (individually or collectively, “Vanguard”) to make credit or debit entries (“ACH transactions”) to
my/our bank account at the direction of a Vanguard account owner or other authorized person.
• Authorize the bank to accept any such ACH transactions without responsibility for their correctness.
•A
 cknowledge that the origination of ACH transactions to my/our bank account must comply with
U.S. law.
•U
 nderstand that I/we may terminate this authorization at any time by written notification to the bank
and to Vanguard. The termination will be effective as to Vanguard as soon as Vanguard has had a
reasonable amount of time to act on it.
•R
 epresent and warrant that I am/we are the owner(s) or authorized signer(s) of the bank account
identified in this form, and that no other owner or authorized signer of the bank account is required to
sign to authorize the initiation of ACH transactions to the bank account.

Signature Today’s date mm dd yyyy

If you’re required to
have your signature \s1\   
\d1\ – –
notarized, do NOT
sign until you’re in First name required MI Last name required Suffix
the presence of a
notary public. Heather Lea Bowser

Notarization required only if the signers for the Vanguard account and bank account are
different individuals.

Acknowledgment of signature
\attachment\
State of County of
and

Date

The notarization must

  –  –
be dated within
On the individual whose name is signed above has appeared before me,
30 days of receipt proven to be the person whose name is signed, and has acknowledged that this authorization is his/her wish.
of this document
by Vanguard. Signature of notary public Notary seal if state requires seal

Commission expiration date mm dd yyyy

  – –
(continued on the next page)

All owners of the Vanguard account and the bank account must sign in this section.

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Form BTSF - I

(continued from the previous page)

Signature Today’s date mm dd yyyy

If you’re required to
have your signature \s2\   
\d2\ – –
notarized, do NOT
sign until you’re in First name required MI Last name required Suffix
the presence of a
notary public. Patrick Boarden

Notarization required only if the signers for the Vanguard account and bank account are
different individuals.

Acknowledgment of signature
State of County of
and

Date

The notarization must

  –  –
be dated within
On the individual whose name is signed above has appeared before me,
30 days of receipt proven to be the person whose name is signed, and has acknowledged that this authorization is his/her wish.
of this document
by Vanguard. Signature of notary public Notary seal if state requires seal

Commission expiration date mm dd yyyy

  – –
If you need more space for additional signatures and notarizations, provide an additional copy of this page.

Return ALL pages of this form, even if some sections are left blank.

© 2021
The Vanguard Group, Inc.
All rights reserved.
BTSF 092021

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