Personal Investor Tax File Number notification form

PIFORMTFN 061021

Vanguard? Personal Investor

Tax File Number notification form

Use this form if you wish to notify us of your Tax File Number (TFN).

If you provide country of residence other than Australia, we may request additional information or documentation to identify your foreign tax residency status and may provide your information to the Australian Taxation Office to comply with our FATCA (US Foreign Account Tax Compliance Act) or CRS (Common Reporting Standard) obligations. For more information about FATCA and CRS, please refer to the Vanguard Personal Investor IDPS Guide.

Questions?

Call 1300 655 101 (Australia) Call (+61) 3 8888 3888 (overseas)

The Vanguard Personal Investor team is available from 8am ? 6pm Monday to Friday AET

Important: Please ensure that you include certified identification documents if we do not hold your signatory on file. You may refer to Vanguard's certification guide for our certification requirements. You can find it at . To ensure your tax declaration is effective for upcoming distribution periods, Vanguard Personal Investor requires updates to be processed at least 5 business days before the end of the distribution period. Any declaration received thereafter will be processed at the beginning of the next distribution period.

1. Investor details (must be completed)

Investor number

Investor name

Daytime contact phone number(s)*

( )

*Please provide your daytime contact number in case we need to contact you about this request. The telephone number you quote will only be used by Vanguard in relation to this form.

2. Tax File Number (TFN) notification or exemption (please select one)

You may choose to quote your ABN, TFN or claim an exemption in relation to your investment by completing this section. Collection of your TFN is authorised, and its use and disclosure are strictly regulated by tax laws and the Privacy Act. You are not legally obliged to quote your TFN but if you choose not to, and do not claim an exemption, we are required to deduct tax on any income distribution and dividend at the prescribed rate (at the date of this form, the prescribed rate is the highest marginal tax rate plus Medicare levy).

If you do not provide us with your TFN or exemption code, or if you are a not an Australian resident for tax purposes, any distributions or dividends from your investments held in your Vanguard Personal Investor Account will be paid into your Vanguard Cash Account less any applicable withholding tax. At this stage, we are unable to facilitate the direct reinvestment of payments directly into your holdings.

I wish to quote my TFN

>

I wish to quote an ABN

>

I do not wish to quote my TFN

I am exempt from quoting a TFN

(Please refer to the ATO website to determine if you are entitled to an exemption)

>

Reason

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3. Signatures (must be completed)

Vanguard is committed to respecting the privacy of your personal information. For information about Vanguard's approach to managing your personal information, please view our Privacy Policy at . This form must be signed by the authorised signatory Vanguard has on file for your account. If we do not hold your signatory on file, please provide certified documents showing your signatory. By signing this box you confirm you are authorised to execute this instruction. Authorised signatory

Signature

Name Date

Before you

submit

Checklist

Before you submit your application, please ensure: You have attached a certified copy of your identification. For more information regarding the requirements, you can find Vanguard's certification guide at . An authorised signatory has signed and dated section 3 `Signatures'.

What's next?

You can return this form and certified identification by post. Please do not upload this form via Vanguard Online Secure message. Valid instructions received by the cut-off time (normally 2pm AET time) will be processed within 5 business days. Post Vanguard Investments Australia GPO Box 1837 Melbourne, VIC 3001

? 2023 Vanguard Investments Australia Ltd (ABN 72 072 881 086 / AFS Licence 227263). All rights reserved. Please refer to the IDPS Guide for further information. Page 2 of 2

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