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FINANCIAL POWER OF ATTORNEY FOR (Insert full name of Principal) Master Financial POA Long Form Updated 4/14/14 Complete, edit or delete all (italics) as applicable Have the Client initial all as applicable
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Master Financial POA Long is a form used to disclose financial information for individuals with power of attorney over a master trust or similar financial entity.
Individuals who have power of attorney over a master trust or similar financial entity are required to file the master financial POA Long form.
The form can be filled out online or downloaded and mailed to the appropriate agency. It requires disclosure of financial information related to the master trust or financial entity.
The purpose of the master financial POA Long form is to provide transparency and accountability for individuals with power of attorney over financial entities.
Information such as assets, income, expenses, and investments related to the master trust or financial entity must be reported on the form.
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