Get Inquiry Access Only

Filling out the Inquiry Access Only form allows you to provide authorization for interested parties to access your Vanguard account information. This guide will help you navigate the form confidently, ensuring you complete each section accurately.

Follow the steps to complete the Inquiry Access Only form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by providing your account owner information. This includes your full legal name, the last four digits of your Social Security number or employer ID number, and your daytime and evening phone numbers. If you are a minor, trust, or organization, include the name of the person who will sign the form.
3. In the next section, indicate whether you are adding an interested party for information-only access or revoking access. Check the appropriate box to specify your intention.
4. Provide detailed information for the interested party, including their full name, Social Security number, date of birth, and contact information. Specify the level of information access you are allowing, such as phone and mail access or online access.
5. Next, specify the accounts for which you are requesting information-only access. Check all relevant account types you currently own, ensuring you complete the form separately if needed for different capacities.
6. In the signature section, authorize the interested party by signing your name and providing the date. Ensure that all necessary signatures are included, especially if there are joint account owners.
7. Finally, make a copy of your completed form for your records. Mail the completed form to Vanguard using the provided postage-paid envelope or the designated mailing addresses.
8. Ensure that all pages of the form are returned to Vanguard, even if some sections are left blank, to avoid any processing delays.

Complete your Inquiry Access Only form online today to streamline access for interested parties.