Get the right form

 
 

Are you a client?

We want to be sure you get the form you're looking for, so if you're a client, please log on first.

 
 

Grant access to your accounts
  Complete online
Do it now
View and print
Download it now
Business or organization    
403(b)(7) Plan Authorization Form Kit

Employers/administrators can use this kit to assign or change plan roles, or request online account access. This kit also contains the 403(b)(7) Information Sharing Agreement, Service Program Description, and Individual Custodial Account Agreement.


 N/A

View and Print 

View and print
Agent Authorization

Grant another person full or limited authority to act on your accounts.


Complete online

View and Print 

View and print
Individual 401(k) Plan Authorization Form

Use this form to designate a plan administrator or authorize plan contacts for a Vanguard® Individual 401(k) Plan.


 N/A

View and Print 

View and print
Information-Only Access form

Authorize others to obtain information only on your designated Vanguard accounts.


Complete online

View and Print 

View and print
Organization Resolution

Authorize an organization's officers and others to conduct transactions on the organization's Vanguard accounts. May also be used to identify authorized persons for an organization serving as an agent on other shareholder's accounts.


 N/A

View and Print 

View and print
Retirement Investment Program Authorization and Trustee Certification

Use this to gain access to your Vanguard Retirement Investment Program.


 N/A

View and Print 

View and print
SEP-IRA/Simple IRA Plan Authorization Form

Use this form to allow online access to SEP-IRA and Simple IRA plan accounts.


 N/A

View and Print 

View and print

Special notice to non-U.S. investors

 
 

Have questions?

Call 877-662-7447

Flagship:

Call your representative



Other forms and literature

Open account forms

Manage your account forms


Literature orders

Review or modify your literature order

© 1995–2014  The Vanguard Group, Inc. All rights reserved. Vanguard Marketing Corporation, distributor. Your use of this site signifies that you accept our terms & conditions of use.
Security  |  Prospectuses  |  Careers  |  Mobile  |  Feedback