Get Vanguard Full Agent Authorization Form

Filling out the Vanguard Full Agent Authorization Form online is a straightforward process that empowers you to designate agents with varying levels of access to your accounts. This guide provides clear, step-by-step instructions tailored to users of all experience levels.

Follow the steps to complete the form online efficiently.

1. Click ‘Get Form’ button to obtain the Vanguard Full Agent Authorization Form and open it in the provided platform.
2. Fill in the account owner information in Section 2. Provide the full legal name, last four digits of the Social Security number or employer ID, daytime and evening phone numbers, and address.
3. In Section 3, indicate whether you are adding new agents, revoking previous ones, or both by checking the relevant boxes.
4. Select the desired level of agent authority in Section 4. Carefully review the capabilities of both limited and full agent options before making your selection.
5. Complete Section 5 with the agent(s) information. Each agent must provide their legal name, Social Security number or employer ID, contact information, and email address if applicable.
6. After all agents have filled in their details, each agent must sign Section 5 to acknowledge their agreement to act on behalf of the account owner.
7. In Section 6, the account owner must sign in the presence of a notary public and two witnesses to validate the authorization.
8. If applicable, obtain and include the required signature from the plan administrator in Section 7 for ERISA 403(b)(7), Individual 401(k), or Individual Roth 401(k) accounts.
9. Review the entire document to ensure all required information is included. Remember to save changes before downloading or printing the completed form.
10. Finally, mail all pages of the completed form and any additional documentation required to Vanguard using the provided addresses.

Start the process of filling out the Vanguard Full Agent Authorization Form online today.