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555 12th Street, Suite 1250 Oakland, CA 94607 Phone: (800) 392-9653 Fax: (510) 587-0960 Limited Power of Attorney 1 Account Information NAME (as it appears on your account application) ACCOUNT NUMBER
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How to fill out limited power of attorney

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How to fill out a limited power of attorney:

01
Begin by identifying the parties involved: Write down the full legal names and addresses of both the person granting the power (known as the principal) and the person receiving the power (known as the agent or attorney-in-fact).
02
Specify the powers granted: Clearly define the specific powers you wish to grant to the agent. This may include managing financial transactions, making healthcare decisions, or handling real estate matters. Be as detailed as possible to avoid any confusion later on.
03
Include important details: Specify the duration or expiration date of the power of attorney if it is temporary. Additionally, you may want to outline any limitations or restrictions on the agent's powers, if applicable.
04
Follow the legal format: Use the appropriate legal language when drafting the limited power of attorney document. You may want to consult a lawyer or use a trusted template to ensure the document meets all legal requirements in your jurisdiction.
05
Sign and notarize the document: After filling out the limited power of attorney, both the principal and the agent must sign the document. It is advisable to have the document notarized to add an extra layer of authenticity.

Who needs a limited power of attorney?

A limited power of attorney can be useful in various situations, including:

01
Aging or elderly individuals who want to grant someone the authority to handle specific financial or healthcare matters on their behalf.
02
Individuals who need assistance managing their affairs while they are temporarily unavailable, such as during extended travels or military deployments.
03
Business owners who want to authorize someone to handle specific business transactions or make decisions on their behalf.
04
People involved in legal proceedings or disputes who require representation or assistance from another person.
Remember, before preparing and filling out a limited power of attorney, it is always advisable to consult with a legal professional to ensure that the document meets all local legal requirements and addresses your specific needs.
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A limited power of attorney is a legal document that gives someone else the authority to act on your behalf in specific situations or for specific purposes.
Any individual or entity who wants to delegate specific powers to another person or agent.
To fill out a limited power of attorney, you will need to include the name of the person granting the power, the name of the person receiving the power, a description of the specific powers being delegated, and any other relevant details.
The purpose of a limited power of attorney is to allow someone else to handle specific tasks or make decisions on your behalf without giving them full control over your affairs.
The limited power of attorney must include the names and signatures of both parties, a clear description of the powers being delegated, the effective date of the document, and any other relevant details.
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