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POWER OF ATTORNEY TO TRANSFER MUTUAL FUNDS Please transfer mutual funds from account as listed below to The Salvation Army account # SALF0002002 CIBC Mellon Global Securities Services Company. Clients

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How to fill out power of attorney to

How to fill out a power of attorney:

01

Begin by gathering the necessary forms. These can typically be obtained from your local government office or online through legal websites. Ensure you have the correct version for your jurisdiction.

02

Identify the agent or attorney-in-fact. This is the person who will be granted the authority to act on your behalf. Choose someone you trust and who is capable of handling the responsibilities outlined in the power of attorney document.

03

Clearly state your intention to grant power of attorney. Use clear and concise language to specify the powers you are granting to your agent. It is important to be specific so that there is no confusion about the scope of their authority.

04

Consider including any specific instructions or limitations within the power of attorney. This could include details on which financial transactions your agent is authorized to make, or specific healthcare decisions they are allowed to make on your behalf.

05

Include any necessary witness signatures. Many jurisdictions require the power of attorney to be witnessed by at least two individuals who are not named in the document. Be sure to follow the specific requirements set forth in your jurisdiction to ensure the document is legally valid.

Who needs a power of attorney:

01

Individuals who are planning for potential incapacity or illness may consider creating a power of attorney. This allows them to designate someone they trust to handle their affairs in the event they are unable to do so themselves.

02

Elderly individuals or those with chronic illnesses may find it helpful to have a power of attorney in place. This ensures that there is someone who can manage their financial matters or make important medical decisions when they are no longer able to do so.

03

Individuals who have busy schedules or frequently travel may find a power of attorney beneficial. They can appoint someone to handle specific tasks or sign documents on their behalf when they are unavailable.

In summary, the process of filling out a power of attorney involves gathering the necessary forms, choosing a trusted agent, specifying the powers granted, including any instructions or limitations, and ensuring the document is properly witnessed. This legal document can be useful for individuals planning for incapacity, those with chronic illnesses, and those with busy schedules.

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What is power of attorney to?

Power of attorney allows someone to make decisions on behalf of another person, typically in legal or financial matters.

Who is required to file power of attorney to?

Individuals who want someone to act as their representative in legal or financial matters.

How to fill out power of attorney to?

Power of attorney forms can usually be obtained from an attorney or online legal service, and must be filled out with the necessary information and signed in front of witnesses or a notary public.

What is the purpose of power of attorney to?

The purpose of a power of attorney is to give someone else the authority to make decisions on your behalf when you are unable to do so yourself.

What information must be reported on power of attorney to?

The power of attorney should include the names and contact information of all parties involved, details of the powers being granted, and any limitations or conditions.

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