Gifting
This form can only be used for TA individual to TA organization.
What is Giving Fund Shares to Individuals Form?
This tool can be used to assist in most COO situations?
What is the Cross Registrations tool?
This party initiates if it is an IRA to IRA transfer.
Who is the receiving party?
MSG stands for this.
What is Medallion Signature Guarantee?
This tool will show up in wave in the balances and holdings screen when there is an active transfer.
What is the TYT link?
This form is used when coming from a TA account and going to an Organization TA account.
What is the Giving Fund Shares to Organizations ?
This group assists with due to death coo scenarios.
What is RIS or the Transition Team?
This the amount of day(s) a client has to wait before using VV for transaction.
What is Seven Days?
These three tools can be used to find a status update for a transfer.
What are CRM Browser, TYT tool, and AWD ?
What is the LOI for Gifts of Securities?
What are VV, KBA, or MSG?
This department would be contacted when the transfer is $300000 or above and/or if an inherited ira transfer is involved.
Who is BDG?
This Extension for KBA is _________.
What is 4safe(47233)?
This tool can be used if Vanguard received a transfer request, but when never did it.
What is the TOA Missed Transfer & Track Your Transfer form?
This type of internal gift cannot be done over the phone due to a system issue within in wave.
What is cross-platform gift?
In most cases, the coo forms cannot be used for these types of accounts.
What are IRA accounts?
This internal database can be used to see the most recent information we have when checking the transfer requirements for firm.
What is FISD?
These two methods can be used with over the phone transactions.
What is KBA and VV?
These are the two tabs that show once you click the Track your transfer link.
What are open and closed?
This dollar amount determines whether or not additional security would be needed to do a gift over the phone.
What is $15,000?
The Cross Registration tool only applies to these types of securities.
What are Vanguard Mutual Funds?
This term is used when doing a transfer and the assets are staying "as is" between the changing financial institutions.
What is "in-kind"?
This letter will prefix if the MSG surety bond is up to $10,000,000.
What is the letter Z?
This can be found in the "tyt tool" within the special delivery link if applicable.
What is the FEDEX tracking number?