Contigent benificiary for our taxable account at Vanguard

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spartanap
Posts: 41
Joined: Sun May 25, 2014 9:16 pm

Contigent benificiary for our taxable account at Vanguard

Post by spartanap »

We have taxable accounts and Vanguard and Schwab. We want to add contingent beneficiaries to both. Our Schwab rep sent us a form to complete. When I called Vanguard, the rep said they don't provide for contingent beneficiaries on taxable accounts. Does this sound right?
HomeStretch
Posts: 4975
Joined: Thu Dec 27, 2018 3:06 pm

Re: Contigent benificiary for our taxable account at Vanguard

Post by HomeStretch »

That’s correct for a Vanguard joint account.

There are past threads discussing this like this one:
viewtopic.php?f=1&t=259907&p=4138992&hi ... y#p4138992
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