Fidelity Certification of Attorney in Fact 2018 free printable template
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PrintResetSaveQuestions? Go to Fidelity.com/poa or call 8006349361. Certification of AttorneyinFact
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How to fill out Fidelity Certification of Attorney in Fact
01
Obtain the Fidelity Certification of Attorney in Fact form from the Fidelity website or your legal advisor.
02
Fill in your personal information, including your name, address, and contact details at the top of the form.
03
Provide the name and contact information of the person granting you power of attorney.
04
Clearly outline the specific powers you are being granted under this certification.
05
Sign and date the document in the designated fields.
06
Have the document notarized if required, to verify your identity and signature.
07
Submit the completed form to Fidelity according to their instructions, either electronically or via mail.
Who needs Fidelity Certification of Attorney in Fact?
01
Individuals who wish to designate someone else to manage their investments or financial accounts with Fidelity.
02
People who are unable to manage their own financial affairs due to illness or other circumstances.
03
Family members or trusted individuals acting on behalf of another person in a fiduciary capacity.
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What is Fidelity Certification of Attorney in Fact?
Fidelity Certification of Attorney in Fact is a legal document that verifies the authority of an individual (the attorney in fact) to act on behalf of another person (the principal) in various financial or legal matters.
Who is required to file Fidelity Certification of Attorney in Fact?
Typically, individuals or entities that wish to grant someone else the authority to manage their affairs, especially in financial transactions, are required to file a Fidelity Certification of Attorney in Fact.
How to fill out Fidelity Certification of Attorney in Fact?
To fill out a Fidelity Certification of Attorney in Fact, you must provide details such as the principal's name, the attorney in fact’s name, the specific powers granted, and signatures from both parties, along with any required witnesses or notarization.
What is the purpose of Fidelity Certification of Attorney in Fact?
The purpose of the Fidelity Certification of Attorney in Fact is to formalize and validate the authority of the attorney in fact to act on behalf of the principal, ensuring that third parties recognize and accept the appointed person's authority.
What information must be reported on Fidelity Certification of Attorney in Fact?
The information that must be reported includes the names and addresses of the principal and attorney in fact, the specific powers granted, any limitations on those powers, the date of execution, and signatures of the parties involved.
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