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You'll need to register for web access, log on, and choose the account to receive the assets. Web you’ll first need to transfer the ownership of the account from the person who passed away to yourself. Change of ownership to a new trust account use this process to transfer nonretirement assets from an existing vanguard account to a new vanguard brokerage account for trusts. Web change of ownership | vanguard Web find the form to change the ownership of your vanguard account online or by mail. You can also update your address, name, tax information, and more. Web some cases, such as partial transfers and changes of ownership (e.g., a joint account to an individual account) may require paperwork. Use this form to transfer all or part of your account balance to a new account owner. Web 9 rows vanguard 529 change of ownership kit use this form to transfer all or part of your account balance to a new account owner. Web vanguard 529 change of ownership kit. This form is used to transfer account ownership due to death. Think of it like transferring the ownership of a car that you bought from a friend or relative: Vanguard 529 transfer due to death participant form kit. If forms are required, we can prefill some of the information for you. Web learn how to transfer assets from a custodial account to an individual nonretirement account through vanguard's online process.