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REQUEST TO appoint AN Authorized CUSTODIAN ON A portion of the Portfolio Fund FOR EXISTING CLIENTS ONLY This document was last reviewed in April 2017. Please confirm with your financial adviser that

How to fill out request to appoint an

How to fill out request to appoint an

1. To fill out a request to appoint an individual, follow these steps:
2. Start by downloading the request form from the official website or obtain a physical copy from the concerned authority.
3. Read the instructions provided on the form carefully to understand the requirements and gather all the necessary documents.
4. Fill in your personal details accurately, including your full name, address, contact information, and any other information requested.
5. Clearly state the purpose of the appointment and provide all relevant details related to the individual you wish to appoint.
6. Attach any supporting documents or evidence that may be required to support your request.
7. Double-check all the information provided to ensure its accuracy and completeness.
8. Sign and date the request form as required, and make a copy for your records.
9. Submit the completed request form and accompanying documents to the designated authority through the prescribed method (e.g., online submission, in-person submission, mail, etc.).
10. Follow up with the concerned authority to track the progress of your request, if needed.
11. Wait for a response from the authority regarding the appointment status. Be patient as the processing time may vary.

Who needs request to appoint an?

1. A request to appoint an individual may be needed by various individuals or entities like:
2. - Employers or businesses wanting to appoint a new employee or designate a representative.
3. - Legal professionals or individuals requiring legal representation or power of attorney.
4. - Government agencies or officials needing to appoint individuals for specific roles or responsibilities.
5. - Educational institutions appointing faculty, staff, or administration members.
6. - Organizations appointing volunteers, committee members, or board of directors.
7. - Individuals who require someone to act on their behalf in certain matters, such as medical decisions or financial management.
8. - Individuals seeking to appoint a guardian for a minor or an incapacitated person.
9. - Any person or entity intending to delegate authority or responsibilities to someone else.

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