Who Can Open the Account?

An Authorized Legal Representative may open and manage the Eligible Individual’s account if the Eligible Individual is under the age of 18, is not able to exercise signature authority over an account, or chooses to establish an account but not to exercise signature authority. The Authorized Legal Representative can be the beneficiary’s authorized agent under a Power of Attorney, conservator, legal guardian, spouse, parent, sibling, grandparent, or representative payee appointed for the Eligible Individual by the Social Security Administration, in that order.

See the FAQs for more information about establishing an account as an Authorized Legal Representative.