Forms > Manage my Account > Add/Remove my Interested Party Designation
Interested Party DesignationUse this form to authorize or remove a third party from accessing your IRA account information.
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Submit Online Print and Mail |
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FREQUENTLY ASKED QUESTIONS
How do I provide a third party access to my IRA account information (i.e. spouse, investment advisor, CPA, etc.)?
You will need to submit a completed and executed Interested Party Designation form to Vantage.
How do I update an existing Interested Party Designation (IPD) on my IRA?
You will need to submit a completed and executed Interested Party Designation form to Vantage.
How do I remove an Interested Party Designation (IPD) from my IRA?
You will need to submit a completed and executed Interested Party Designation form to Vantage requesting the removal.