Vanguard’s Transfer on Death Plan Kit

It appears that Vanguard on 9/20/2025 changed their lack of an option to transfer a joint taxable brokerage upon the death of the last owner to survive via a Transfer On Death designation. My understanding is you now may do so via completing a online form, printing, executing the form and mailing the completed form to Vanguard. Making that change does not yet appear to be an action you can currently do online.

I think you can find their form here.

Of course it is better to go directly to the financial website you use directly and find the form there than relying on the link I found online.

Vanguard appropriately advises and urges you to consult with your legal advisor before you enroll and before making changes so that if you do not understand any of the ramifications of making the change you have been warned.

Thanks to a recent Bogleheads Forum post for alerting me of this change at Vanguard. Reminds me of the quip about what I know for sure being wrong. Yep, things change, once again.