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CLEAR PRINT Power of Attorney Page 1 of 5 Investment Advisor (IA) Information (This portion to be completed by IA.) IA Firm Name (please print): IA Master Account Number: Service Team: IA Contact
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How to fill out power of attorney
How to fill out power of attorney
01
First, obtain the power of attorney form from the appropriate source, such as an attorney or online legal service.
02
Read the form carefully and understand the different sections and instructions provided.
03
Fill in your personal information including your name, address, and contact details.
04
Identify the person you want to appoint as your attorney and provide their name and contact information.
05
Specify the powers and authority you wish to grant to your attorney, ensuring they align with your needs and intentions.
06
Consider consulting with an attorney to ensure you have included all necessary powers and to address any specific concerns.
07
Sign the power of attorney form in the presence of a notary public or other authorized witness.
08
Have the attorney-in-fact or agent sign the form as well, acknowledging their acceptance of the appointment.
09
Make copies of the signed power of attorney for your records and provide a copy to your appointed attorney-in-fact.
10
Keep the original power of attorney document in a safe and accessible place.
Who needs power of attorney?
01
Individuals who anticipate being unable to manage their financial or legal affairs due to illness, disability, or absence may need a power of attorney.
02
Elderly individuals who may require assistance in handling their affairs or making decisions should consider having a power of attorney.
03
Business owners who want to ensure continuity and smooth operation of their business in case of their absence or incapacity may need a power of attorney.
04
Parents who want to authorize someone to make decisions on behalf of their minor children may require a power of attorney.
05
Anyone who wants to grant another person the legal authority to act on their behalf in various situations may benefit from having a power of attorney.
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What is power of attorney?
Power of Attorney is a legal document that allows a person (the principal) to appoint another person or organization to act on their behalf in financial or legal matters.
Who is required to file power of attorney?
Any individual or organization who wishes to appoint someone else to act on their behalf in financial or legal matters may be required to file a power of attorney.
How to fill out power of attorney?
To fill out a power of attorney, the principal must choose an agent, specify the powers granted to the agent, and sign the document in the presence of a notary public or witnesses, depending on the jurisdiction.
What is the purpose of power of attorney?
The purpose of a power of attorney is to allow someone to make decisions on behalf of the principal in case they become incapacitated or unable to make decisions for themselves.
What information must be reported on power of attorney?
The power of attorney document must include the names and signatures of the principal and agent, the powers granted to the agent, and any limitations or conditions placed on the agent's authority.
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