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TIAA-CREF BROKERAGE SERVICES POWER OF ATTORNEY (POA) FORM Page 1 of 6 PART I OF IV INSTRUCTIONS PLEASE READ THE FOLLOWING IMPORTANT INFORMATION CAREFULLY BEFORE EXECUTING THIS POA FOR YOUR TIAA-CREF

How to fill out tiaa poa form

How to fill out TIAA Power of Attorney:

1. Obtain the TIAA Power of Attorney form. This can typically be found on the official TIAA website or requested from a TIAA representative.
2. Carefully read and understand the instructions provided with the form. It is crucial to grasp the implications and responsibilities associated with granting power of attorney.
3. Fill in your personal information accurately, including your full name, date of birth, and current address. Ensure that the information matches your legal identification documents.
4. Identify the person(s) to whom you are granting power of attorney. Provide their full names, addresses, and contact information. Specify whether this power is limited or general, and indicate any specific restrictions, if applicable.
5. Consider including alternate or successor agents, who will assume power of attorney if the primary agent is unable or unwilling to fulfill their duties.
6. Specify the effective date of the power of attorney. This can be immediate or upon a specific event, such as incapacity.
7. Sign the form in the presence of a notary public or another authorized person, as required by your state's laws. Check the specific requirements for your jurisdiction, as they may vary.
8. Obtain the necessary witnesses, if any, and have them sign the form as well.
9. Make copies of the completed and signed TIAA Power of Attorney form for your records and provide copies to the appointed agent(s) and any relevant financial institutions or organizations.

Who needs TIAA Power of Attorney?

1. Individuals who want to grant someone authority to act on their behalf in financial matters, such as managing their TIAA accounts, making investment decisions, or handling other financial transactions.
2. People who anticipate being unable to handle their financial affairs due to illness, disability, or other circumstances.
3. Those who desire to have a trusted person oversee their financial matters and ensure their preferences are followed, even if they are still capable of managing their affairs independently.

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What is tiaa power of attorney?

TIAA power of attorney is a legal document that grants someone else the authority to act on your behalf in financial and legal matters with TIAA, a financial services organization.

Who is required to file tiaa power of attorney?

Any individual who wants to authorize another person to make financial and legal decisions on their behalf with TIAA may choose to file a power of attorney.

How to fill out tiaa power of attorney?

To fill out a TIAA power of attorney, you need to obtain the appropriate form from TIAA, provide the necessary information about the person you want to give power of attorney to, and sign the document in the presence of a notary public.

What is the purpose of tiaa power of attorney?

The purpose of TIAA power of attorney is to designate someone you trust to manage your financial and legal matters with TIAA in case you become incapacitated or are unable to handle those matters yourself.

What information must be reported on tiaa power of attorney?

The TIAA power of attorney form typically requires information about the individual giving power of attorney (the principal), the person being authorized (the agent), and specific powers and limitations granted to the agent.