Vanguard Agent Authorization without SSN

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AwningChannel
Posts: 1
Joined: Thu Jan 09, 2025 4:51 pm

Vanguard Agent Authorization without SSN

Post by AwningChannel »

Hello,

I am trying to set my Agent Authorization with Vanguard, however the form requires an SSN or an EIN. I live on my own in the US, and my relatives live in other countries and do not have an SSN. Has anyone encountered this issue before?

How can you have a relative from either Mexico or Canada added when they don't have SSNs?

TIA
inverter
Posts: 1121
Joined: Mon Jul 27, 2015 1:40 pm
Location: New York, NY

Re: Vanguard Agent Authorization without SSN

Post by inverter »

Could they apply for an ITIN?
jebmke
Posts: 29981
Joined: Thu Apr 05, 2007 2:44 pm
Location: Delmarva Peninsula

Re: Vanguard Agent Authorization without SSN

Post by jebmke »

Id be inclined to call VG and ask if this can proceed without a SSN first; id also ask if non-US resident/citizen can even be approved.
Don't trust me, look it up. https://www.irs.gov/forms-instructions-and-publications
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