If you are an Authorized Individual opening an account on behalf of the Account Owner, you must certify that no other person with higher priority in the hierarchy listed below is willing and able to serve as the Authorized Individual on this account.
To open an account as an Authorized Individual on behalf of the Account Owner, in certain cases, you must provide official documents confirming your relationship to the Account Owner and your authority to open and manage the Account.
You can upload documents during the online enrollment process (or provide in paper form). We must receive and approve the required documentation before the Account will be activated. Please contact us at 1.855.569.2253 if documentation is not available or if you have questions about documentation requirements. You may provide scans or copies of any required documents, but should maintain originals or certified copies and be able to produce them for us or the Internal Revenue Service upon request.
| Authorized Individual Type (from Highest to Lowest Priority): | Typical Documentation: |
|---|---|
| Power of Attorney | Power of attorney signed by the Account Owner |
| Conservator | Letter(s) of appointment issued by a court |
| Legal Guardian | Letter(s) of appointment issued by a court, granting appropriate financial authority |
| Spouse | Not Required |
| Parent | Not Required |
| Sibling | Not Required |
| Grandparent | Not Required |
| SSA-appointed Representative Payee | Documentation issued by the Social Security Administration appointing applicant as representative payee |
If you are an Authorized Individual opening an account on behalf of the Account Owner, you must certify that no other person with higher priority in the hierarchy listed below is willing and able to serve as the Authorized Individual on this account.
To open an account as an Authorized Individual on behalf of the Account Owner, in certain cases, you must provide official documents confirming your relationship to the Account Owner and your authority to open and manage the Account.
You can upload documents during the online enrollment process (or provide in paper form). We must receive and approve the required documentation before the Account will be activated. Please contact us at 1.855.569.2253 if documentation is not available or if you have questions about documentation requirements. You may provide scans or copies of any required documents, but should maintain originals or certified copies and be able to produce them for us or the Internal Revenue Service upon request.
| Authorized Individual Type (from Highest to Lowest Priority): | Typical Documentation: |
|---|---|
| Power of Attorney | Power of attorney signed by the Account Owner |
| Conservator | Letter(s) of appointment issued by a court |
| Legal Guardian | Letter(s) of appointment issued by a court, granting appropriate financial authority |
| Spouse | Not Required |
| Parent | Not Required |
| Sibling | Not Required |
| Grandparent | Not Required |
| SSA-appointed Representative Payee | Documentation issued by the Social Security Administration appointing applicant as representative payee |