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995 Worthington Street, Springfield, MA 01109 Telephone 4137345376 FAX 4137377949 MANAGEMENT OF FUNDS CONSENT NAME: SS#: REP. PAYEE NAME×PHONE: Check here if MA is rep payee INCOME INFORMATION: (Source
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How to fill out management of funds consent:

01
Begin by carefully reading and understanding the purpose and terms of the management of funds consent form.
02
Fill in your personal information, including your full name, address, contact number, and email address.
03
Provide details about the funds you wish to manage, such as the account number, financial institution, and any specific instructions or limitations.
04
Indicate whether you would like to appoint someone as a co-manager or if you prefer to be the sole manager of the funds.
05
If you have chosen a co-manager, include their full name, relationship to you, contact information, and any specific tasks or responsibilities they will have.
06
Review the terms and conditions section of the form, ensuring that you understand and agree to all the provisions mentioned.
07
Sign and date the consent form to indicate your acceptance and understanding of its contents.
08
Make sure to provide any additional required documentation or identification, as stated on the form.
09
Keep a copy of the fully filled-out consent form for your records.

Who needs management of funds consent:

01
Individuals who wish to authorize another person to manage their financial affairs on their behalf may require management of funds consent.
02
This may be relevant in situations where an individual is facing incapacity or is unavailable to handle financial matters independently.
03
The need for management of funds consent may also arise in cases where individuals want to share the responsibility of managing their funds with a trusted co-manager.
Remember to consult with a legal or financial professional if you have any specific questions or concerns about filling out the management of funds consent or if you require further assistance in understanding its implications.
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