Get the free power of attorney affidavit and indemnification form

Print Save Reset Questions Go to Fidelity. com/poa or call 1-800-544-6666. Durable Power of Attorney Affidavit and Indemnification Use this form to certify the validity and effectiveness of the Durable Power of Attorney POA that granted you the power to act on behalf of the account owner of the Fidelity accounts listed on this form and to indemnify Fidelity. Do NOT use this form for any trust custodial business accounts defined benefit non-prototype retirement plans fiduciary accounts...

How to fill out power of attorney affidavit

How to fill out power of attorney affidavit:

1. Obtain the appropriate power of attorney affidavit form from your jurisdiction's legal resources or a reputable legal website.
2. Read through the form carefully to understand the required information and sections that need to be completed.
3. Begin by entering your personal information, such as your full name, address, and contact details, as the person granting the power of attorney.
4. Identify the person who will be granted power of attorney by providing their full name, address, and contact details.
5. Specify the type of powers being granted and the scope of authority the attorney-in-fact will have.
6. If there are any limitations or special instructions, clearly state them in the appropriate section of the affidavit.
7. Sign the affidavit in the presence of a notary public or other authorized witness, ensuring that all required signatures are obtained.
8. Have the notary public or authorized witness complete their section of the affidavit and affix their official seal or stamp.
9. Make copies of the completed power of attorney affidavit for your records and provide a copy to the person you have granted power of attorney to.

Who needs power of attorney affidavit:

1. Individuals who want to designate someone else to handle important legal, financial, or medical decisions on their behalf may need a power of attorney affidavit.
2. This may be required when someone is unable to make decisions for themselves due to physical or mental incapacity, or when they are unavailable or unable to handle specific matters.
3. It is commonly used by individuals who are going through a major medical procedure or who are planning to travel extensively and need someone to manage their affairs in their absence.

For pdfFiller’s FAQs

What is power of attorney affidavit?

A power of attorney affidavit is a legal document that authorizes a person (known as the attorney-in-fact or agent) to act on behalf of another person (the principal) in making legal, financial, or health-related decisions.

Who is required to file power of attorney affidavit?

The principal or their legal representative is required to file the power of attorney affidavit.

How to fill out power of attorney affidavit?

To fill out a power of attorney affidavit, you need to include information about the principal, the attorney-in-fact, the powers granted, and any specific instructions or limitations.

What is the purpose of power of attorney affidavit?

The purpose of a power of attorney affidavit is to legally grant someone the authority to act on behalf of another person when they are unable to make decisions on their own.

What information must be reported on power of attorney affidavit?

The power of attorney affidavit should include the names and contact information of the principal and attorney-in-fact, the powers granted, and any conditions or restrictions.

When is the deadline to file power of attorney affidavit in 2023?

The specific deadline to file the power of attorney affidavit in 2023 may vary depending on the jurisdiction. It is advisable to consult with a legal professional or refer to the relevant local authorities for accurate information.

What is the penalty for the late filing of power of attorney affidavit?

The penalty for the late filing of a power of attorney affidavit can also vary depending on the jurisdiction. It is recommended to consult the applicable laws or seek legal advice for precise details.

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