Yes! You can use AI to fill out Vanguard Institutional Investor Group Redemption Form
The Vanguard Institutional Investor Group Redemption Form, also known as Form IIGFRE, is a crucial document for institutional clients of Vanguard who wish to redeem their fund shares. It allows organizations to specify the funds and amounts to be redeemed and how the proceeds should be transferred, either by wire or electronic bank transfer (ACH). Completing this form accurately is essential for timely and correct processing of large financial transactions. Today, this form can be filled out quickly and accurately using AI-powered services like Instafill.ai, which can also convert non-fillable PDF versions into interactive fillable forms.
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Form specifications
| Form name: | Vanguard Institutional Investor Group Redemption Form |
| Number of pages: | 1 |
| Language: | English |
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How to Fill Out IIGFRE Online for Free in 2026
Are you looking to fill out a IIGFRE form online quickly and accurately? Instafill.ai offers the #1 AI-powered PDF filling software of 2026, allowing you to complete your IIGFRE form in just 37 seconds or less.
Follow these steps to fill out your IIGFRE form online using Instafill.ai:
- 1 Navigate to Instafill.ai and upload the Vanguard Institutional Investor Group Redemption Form, or select it from their template library.
- 2 Use the AI assistant to fill in Section 2 with your organization's name, Taxpayer ID, and contact details.
- 3 In Section 3, specify the redemption method and provide the trade information, including the fund, account number, and the amount to redeem.
- 4 If applicable, complete Section 4 to direct the redemption proceeds to a specific bank account on file.
- 5 Proceed to Section 5, where an authorized person must provide their name, title, and signature as required.
- 6 Review all the auto-filled information for accuracy, make any necessary corrections, and then download or submit the completed form according to Vanguard's instructions.
Our AI-powered system ensures each field is filled out correctly, reducing errors and saving you time.
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Frequently Asked Questions About Form IIGFRE
This form is used by clients of the Vanguard Institutional Investor Group to sell (redeem) their fund shares and have the money sent to their bank account via wire or electronic transfer (ACH).
This form is exclusively for clients of the Vanguard Institutional Investor Group. Your organization must also have a bank account already on file with Vanguard to use it.
The form must be signed by the person(s) authorized to make transactions for your organization, as listed on the Vanguard Institutional Investor Organization Resolution Form. If that form isn't on file, you must attach a current certified resolution confirming the signer's authority.
To receive the current trade date, Vanguard must receive your completed form by the close of the New York Stock Exchange (NYSE), which is generally 4 p.m., Eastern time. Future-dated requests are not accepted.
A wire transfer can provide same-day settlement for money market funds if submitted by the morning cutoff time. An electronic bank transfer (ACH) is generally received by your bank two business days after the trade date.
No, you can only send proceeds to a bank account that is already on file for your Vanguard account. This form cannot be used to add a new bank.
If you are requesting more than two redemptions, you must fill out and attach Appendix A on page 4 of the form. Be sure to include the amounts from the appendix in the total on Section 3.
Yes, for large transactions, you should call Vanguard at 800-950-0053 or contact your relationship manager before submitting the form to avoid potential delays or in-kind payments.
You can submit the signed form via fax, mail (USPS or courier like FedEx/UPS), or by uploading it directly through the Vanguard website if you are an existing web user.
Same-day settlement is only possible for wire transfers from money market funds. Your completed form must be received by the specific cutoff time, typically 10:45 a.m. or 2:00 p.m. Eastern time, depending on the fund.
Yes, services like Instafill.ai use AI to accurately auto-fill form fields, which can save you time and help reduce errors.
You can use a service like Instafill.ai to complete the form online. Simply upload the PDF, and the tool will allow you to type your information directly into the fields before printing for signature.
If you have a non-fillable or 'flat' PDF, you can use a tool like Instafill.ai to convert it into an interactive, fillable form. This allows you to easily type in your information instead of printing and writing by hand.
If you have multiple bank accounts on file and leave Section 4 blank, Vanguard will automatically send all redemption proceeds to the primary bank account on file for your organization.
Compliance IIGFRE
Validation Checks by Instafill.ai
1
Exclusive Redemption Method Selection
This check ensures that in Section 1, exactly one redemption method ('Wire' or 'Electronic bank transfer/ACH') is selected. It is critical to prevent ambiguity in how the proceeds should be sent. If no method is chosen or both are chosen, the transaction cannot be processed and must be rejected for clarification.
2
Client Organization and TIN Verification
Validates that the 'Name of organization' and 'Taxpayer ID number' in Section 2 are both provided and match an existing client record in the Vanguard Institutional Investor Group system. This is a fundamental security and identification check to ensure the redemption is applied to the correct entity. A mismatch or missing information will cause the form to be rejected to prevent fraud or processing errors.
3
Trade Instruction Specificity
For each redemption request in Section 3 and Appendix A, this check verifies that exactly one redemption type ('Dollar amount', 'Share amount', or 'All shares') is selected. This prevents ambiguity in the trade instruction. If none or multiple options are selected for a single fund, that specific trade request is invalid and cannot be executed.
4
Fund and Account Number Validation
This check confirms that for every trade listed, the provided 'Fund' and 'Account number' combination corresponds to an actual account holding for the specified organization. This is essential to ensure the redemption is drawn from the correct source. If the fund/account pair does not exist or does not belong to the client, the transaction will fail.
5
Sufficient Funds for Redemption
When a 'Dollar amount' or 'Share amount' is specified for a redemption, this validation checks that the requested amount does not exceed the client's available balance in that specific fund. This prevents overdrafts and transaction failures. If the requested amount is greater than the available balance, the transaction will be rejected or placed on hold pending client instruction.
6
Total Dollar Amount Reconciliation
This check verifies that the 'Total dollar amount' field in Section 3 accurately reflects the sum of all individual 'Dollar amount' redemptions listed in both Section 3 and Appendix A. This serves as a crucial cross-check to catch clerical errors and ensure the client's intended total withdrawal matches the itemized requests. A discrepancy will require clarification and delay processing.
7
Existing Bank Account Verification
If Section 4 is completed, this validation ensures the provided bank details (Bank name, routing number, account number) match a pre-existing bank account on file for the organization. The form explicitly prohibits adding new bank accounts via this method. If the details do not match an existing record, the transaction will be rejected to prevent funds from being sent to an unauthorized account.
8
Bank Routing Number Format
This check validates that the 'Bank routing number' provided in Section 4 is a valid 9-digit number. An incorrect or improperly formatted routing number will cause any wire or ACH transfer to fail. This proactive check prevents payment delays and the need for subsequent correction.
9
Authorized Signature Presence and Completeness
This validation ensures that at least one signature block in Section 5 is fully completed with the authorized person's name, title, signature, and date. The signature is the legal authorization for the transaction. A missing signature, name, or date renders the entire form invalid and legally non-binding, causing immediate rejection.
10
Signer Authority Verification
This is a critical security check that verifies the 'Name of authorized person' in Section 5 matches a person listed as an authorized signer on the 'Vanguard Institutional Investor Organization Resolution Form' on file for that client. This prevents unauthorized individuals from requesting redemptions. If the signer is not on the authorized list, the transaction is rejected pending submission of proper authorization documents.
11
Trade Date Validity Check
This check validates that the 'Date' in the signature section (Section 5) is not a future date. The form explicitly states that future-dated trade requests will not be accepted. A form dated for the future will be rejected, and the client will be instructed to resubmit on the desired trade date.
12
Contact Information Completeness
Ensures that the 'Contact name' and 'Telephone' number fields in Section 2 are filled out. This information is vital for Vanguard to quickly contact the client to resolve any issues or discrepancies with the form. Missing contact information can significantly delay the transaction if any clarification is needed.
Common Mistakes in Completing IIGFRE
The form is signed by an individual not listed as an authorized person on the organization's Resolution Form on file with Vanguard. This is a critical error that leads to immediate rejection of the request, causing significant delays in accessing funds. To avoid this, always verify that the person signing is explicitly authorized for transactions and attach a current certified resolution if your organization's authorization documents are not on file.
In Section 3, the user specifies both a dollar amount and a share amount for the same fund, or checks 'All shares' in addition to a specific amount. This creates ambiguity and forces the processor to reject the form or seek clarification, delaying the trade. Always choose only one option per fund: a specific dollar amount, a specific share amount, or 'All shares'.
A user submits a wire request after the strict cutoff times (e.g., 10:45 a.m. or 2 p.m. ET for money market funds) but expects same-day settlement. This results in the wire being processed the next business day, which can disrupt cash flow plans. To prevent this, carefully review the specific cutoff times for your fund type in Section 1 and submit the form well in advance of the deadline.
The user fills out Section 4 with details for a bank account that is not already on file with Vanguard. The form explicitly states this section cannot be used to add new banks, so the request will be rejected. To avoid this, ensure you are only selecting from bank accounts previously registered with Vanguard; a separate process is required to add a new one.
When using Appendix A for additional redemptions, the user forgets to add those amounts to the 'Total dollar amount' field in Section 3. This discrepancy between the itemized list and the total can cause processing delays or errors. Always double-check that the total in Section 3 accurately reflects the sum of all redemption requests from both the main form and Appendix A.
The form instructions clearly state to 'Return ALL pages of this form, even if some sections are left blank.' Users often only submit the pages they filled out, which can lead to the form being considered incomplete and rejected. To ensure smooth processing, always fax or mail the entire 5-page document as a single submission.
The form is filled out with handwriting that is difficult to read, violating the 'Print clearly in capital letters' instruction. This can lead to data entry errors for critical information like account numbers or dollar amounts, potentially sending money to the wrong account or processing the wrong amount. Since this is a non-fillable PDF, using a tool like Instafill.ai to convert it to a fillable version and type in the information can eliminate legibility issues.
The user dates the signature in Section 5 with a future date, assuming it will schedule a future trade. However, the form explicitly states that 'Future-dated trade requests will not be accepted,' leading to the form's rejection. Always date the form for the day you are submitting it for same-day processing.
An organization that does not have a Vanguard Institutional Investor Organization Resolution Form on file fails to attach a current (within six months) certified resolution. This is a mandatory requirement to prove the signer's authority, and its absence will cause the entire transaction to be rejected. Before submitting, confirm if your resolution is on file with Vanguard; if not, ensure a valid, certified copy is attached to the form.
In Section 3, the user enters an incorrect fund name or account number, often due to a typo or referencing outdated information. This simple data entry error will cause the transaction for that specific fund to fail, requiring a corrected form to be resubmitted. AI-powered tools like Instafill.ai can help prevent these errors by saving and auto-filling previously used, correct information, ensuring accuracy on subsequent forms.
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