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What is Power of Attorney

The Limited Power of Attorney Form is a legal document used by investors to appoint an attorney-in-fact to manage their Nationwide Funds account.

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Who needs Power of Attorney?

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Power of Attorney is needed by:

Individual investors managing accounts
Joint account holders requiring representation
Attorneys-in-fact authorized to act on behalf of others
Financial advisors needing authority on investments
Estate administrators managing client accounts

How to fill out the Power of Attorney

1.

Access pdfFiller and search for the Limited Power of Attorney Form using the search bar.
2.

Open the form by clicking on it to load it into the editing interface.
3.

Gather necessary information, including your personal details and those of the attorney-in-fact, such as names, addresses, and contact numbers.
4.

Begin filling in the form by clicking on the fields. Enter your information as it appears on your account statement to ensure accuracy.
5.

Use the provided checkboxes to confirm the roles of individuals involved, ensuring everyone who needs to sign is identified.
6.

Review all filled fields for completeness and accuracy. Make sure that there are no spelling errors or missing information.
7.

Click the 'Save' button to save your progress. You can also download your form in various formats at this stage.
8.

If ready, click 'Submit' to send the completed form electronically, or print it out for mailing.
9.

If mailing, ensure to include any necessary signatures and a signature guarantee, if required, before sending it to Nationwide Funds in Wisconsin.

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Who is eligible to use the Limited Power of Attorney Form?

Any investor with a Nationwide Funds account can use the Limited Power of Attorney Form to designate someone as their attorney-in-fact to manage their account.

What are the submission procedures for this form?

After completing the Limited Power of Attorney Form, you can either submit it electronically through pdfFiller or mail it to Nationwide Funds in Wisconsin per the instructions on the form.

What supporting documents are required?

Along with the Limited Power of Attorney Form, you may need to provide identification and any documents required for signature guarantees, especially for financial matters.

How long does it take to process the Limited Power of Attorney Form?

Processing times can vary, but typically it takes a few business days after receipt for Nationwide Funds to review and accept the Limited Power of Attorney Form.

What common mistakes should I avoid when filling out the form?

Ensure all information is accurate, especially the names and addresses. Check that you have signed where required and included all necessary details to prevent delays.