Inquiry access only 2026

1. Click ‘Get Form’ to open the inquiry access only form in the editor.
2. Begin by filling out Section 1, providing your full legal name, Social Security number (last four digits), and contact information. Ensure all details are accurate for proper identification.
3. In Section 2, indicate whether you are adding or revoking access for an interested party. Check the appropriate boxes based on your needs.
4. Proceed to Section 3 to enter the interested party's information. Include their name, Social Security number, and contact details. If there are multiple parties, photocopy this section as needed.
5. In Section 4, select the account types for which you want to grant access. Be sure to check each applicable box carefully.
6. Finally, sign and date the form in Section 5. Ensure that all required signatures are included before submission.

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