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Vanguard Agent Authorization without SSN

Posted: Thu Jan 09, 2025 4:54 pm
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

Re: Vanguard Agent Authorization without SSN

Posted: Thu Jan 09, 2025 5:41 pm
by inverter
Could they apply for an ITIN?

Re: Vanguard Agent Authorization without SSN

Posted: Thu Jan 09, 2025 5:43 pm
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.