The terms and conditions below apply to your election, as in effect from time to time, to receive electronically any of the account documents made available by Vanguard for electronic delivery (e-delivery) from time to time, as described below. Eligible account types consist of: (1) personal mutual fund and brokerage accounts registered under your Social Security number or individual taxpayer identification number (either such number, SSN) (including individual retirement accounts, trust accounts with individual trustees, accounts in The Vanguard 529 College Savings Plan, and Vanguard Variable Annuity contracts) (SSN accounts); (2) mutual fund and brokerage accounts held by organizations or trusts with individual trustees and registered under an employer identification number (EIN) for which you are designated as the person authorized to elect e-delivery (including accounts in The Vanguard 529 College Savings Plan and Vanguard Variable Annuity contracts) (EIN accounts); (3) accounts in employer-sponsored retirement plans in which you participate, as determined by your employer (Plan accounts); and (4) any of the foregoing accounts types that may be eligible for and enrolled in a Vanguard advice offer from time to time. EIN accounts do not include certain types of organization accounts registered under an EIN. See Accounts affected by your mailing preferences for details.
Transaction and account maintenance confirmations 1 for mutual fund and Vanguard Brokerage Services® SSN accounts 2
Business day after trading activity or account change; annually for beneficiary verifications and Required Minimum Distribution (RMD) confirmations
Minimum of 13 months
Account statements for mutual fund 3 and brokerage SSN accounts
Within 5 business days after end of statement period
Minimum of 13 months
Tax forms for mutual fund and brokerage SSN accounts 4
Tax forms for mutual fund accounts are available by January 31, and by February 28 for brokerage accounts.
Check your account's Taxes & income area for form availability.
Vanguard fund reports and prospectuses for mutual fund SSN accounts
In accordance with fiscal year of fund
Reports, prospectuses, and proxy materials for brokerage SSN accounts 5
In accordance with fiscal year of issuer or as determined by issuer
Until superseded or as determined by issuer
Vanguard fund proxy materials for mutual fund SSN accounts
As determined by fund
As determined by fund
Vanguard's privacy policy notice
Notices, amendments, and other important account updates relating to mutual fund and brokerage SSN accounts 6
As required by law or determined by Vanguard
As required by law or determined by Vanguard
Transaction and account maintenance confirmations 7 for mutual fund and Vanguard Brokerage Services® EIN accounts 8
Business day after trading activity or account change
Minimum of 13 months
Account statements for mutual fund and brokerage EIN accounts
Within 5 business days after end of statement period
Minimum of 13 months
Tax forms for mutual fund and brokerage EIN accounts 9
Tax forms for mutual fund accounts are available by January 31, and by February 28 for brokerage accounts.
Check your account's Taxes & income area for form availability.
Vanguard fund reports and prospectuses for mutual fund EIN accounts
In accordance with fiscal year of fund
Reports, prospectuses, and proxy materials for brokerage EIN accounts 10
In accordance with fiscal year of issuer or as determined by issuer
Until superseded or as determined by issuer
Vanguard's privacy policy notice
Notices, amendments, and other important account updates relating to mutual fund and brokerage EIN accounts 11
As required by law or determined by Vanguard
As required by law or determined by Vanguard
Business day after trading activity or account change
Minimum of 13 months
Quarterly between days 7 and 17 of the month after quarter-end
Minimum of 18 months
Vanguard fund reports and prospectuses
In accordance with fiscal year of fund.
Vanguard fund proxy materials
As determined by fund
As determined by fund
By January 31 following the calendar year to which the form relates
Minimum of 2 years
Notices, amendments, and other important account updates relating to Plan accounts 13
As required by law or determined by plan or Vanguard
As required by law or determined by plan or Vanguard
1 Includes mutual fund transaction and brokerage trade confirmations, account change confirmations, beneficiary verifications, and RMD service confirmations.
2 Personal accounts registered under your SSN include individual accounts; joint accounts on which your SSN is listed first; accounts for minors on which you are custodian or authorized parent/guardian; individual retirement accounts including traditional, Roth, SEP-, and SIMPLE IRAs, and individual 403(b)(7) accounts; accounts in The Vanguard 529 College Savings Plan; and Vanguard Variable Annuity contracts, as applicable. Also includes trust accounts registered under an SSN on which you are the first-listed individual trustee.
3 Includes household statement groups (HSG) for which you are the recipient.
4 Includes tax forms issued by the Vanguard funds, Vanguard Fiduciary Trust Company, or Vanguard Marketing Corporation as payer on mutual fund and brokerage SSN accounts. IRS Forms 1042-S and 2439 are not available for e-delivery.
5 Includes corporate action announcements. If you hold your Vanguard funds in a brokerage account, the delivery selections for your brokerage account(s) will govern your Vanguard fund document delivery.
6 Includes amendments to Vanguard IRA and individual 403(b)(7) custodial account agreements, amendments to mutual fund and brokerage account agreements, amendments to the RMD Service Agreement, RMD service notifications, the required advisory service disclosure brochures, supplements, and agreements, and annual legal disclosure notices and information regarding Vanguard advice services, and annual legal disclosure notices and information regarding a Vanguard advice offer.
7 Includes mutual fund transaction and brokerage trade confirmations and account change confirmations.
8 Eligible EIN accounts include mutual fund and brokerage accounts registered under an EIN on which you are sole authorized signatory, and non-trust accounts registered under an EIN for which you have been designated as the person authorized to elect e-delivery (including EIN accounts in The Vanguard 529 College Savings Plan and Vanguard Variable Annuity contracts registered under an EIN), as applicable. Certain organization accounts registered under an EIN may not be eligible for e-delivery.
9 Includes tax forms issued by the Vanguard funds, Vanguard Fiduciary Trust Company, or Vanguard Marketing Corporation as payer on mutual fund and brokerage EIN Accounts. IRS Forms 1042-S and 2439 are not available for e-delivery.
10 Includes corporate action announcements. If you hold your Vanguard funds in a brokerage account, the delivery selections for your brokerage account(s) will govern your Vanguard fund document delivery.
11 Includes amendments to mutual fund and brokerage account agreements, required advisory service disclosure brochures, supplements, and agreements, and annual legal disclosure notices and information regarding Vanguard advice services.
If you have both Personal and EIN accounts in a Vanguard advice offer, the e-delivery elections for your Personal accounts will govern your EIN account a Vanguard advice offer document delivery. If you have only EIN accounts in a Vanguard advice offer, your a Vanguard advice offer documents will be sent via U.S. mail.
12 Documents available for e-delivery under your Plan accounts are determined by your plan sponsor.
13 Examples include employer plan information and education materials such as Summary Plan Descriptions, Summary of Material Modifications, Summary Annual Reports, Participant Expense Disclosures, Plan Conversion Materials & Notices, Plan Provisions, and Qualified Default Investment Alternative Information, as well as required advisory service disclosure brochures, supplements, and agreements, and annual legal disclosure notices and information regarding Vanguard advice services and annual legal disclosure notices and information regarding a Vanguard advice offer. If you have both Personal and Plan accounts in a Vanguard advice service, the e-delivery elections for your Personal accounts will govern your Plan account document delivery related to the advice service.
Vanguard reserves the right to modify without prior notice the length of time during which documents remain available online. Regardless of your e-delivery selections, certain documents will continue to be sent by U.S. mail for compliance, business, or security reasons. Certain organization accounts registered under an EIN are not eligible for e-delivery.