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For people who invest directly in individual accounts (including IRAs and rollovers); in joint, brokerage, college savings, or small-business accounts; or in annuities.
For people who invest through their employer in a Vanguard 401(k), 403(b), or other retirement plan.
For retirement plan sponsors, consultants, and nonprofit representatives.
For broker-dealers, registered investment advisors, and trust or bank brokerage professionals.
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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.
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