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Get the free Power of attorney certification formJohn Hancock Investments. Use this form to certi...

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Reset Firepower of attorney certification Introduction Instructions Please use this form to certify a power of attorney on a mutual fund account. Please print in all capital letters and use black
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How to fill out power of attorney certification

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How to fill out power of attorney certification

01
Here are the steps to fill out a power of attorney certification:
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Start by obtaining a power of attorney form. This form is usually available at legal supply stores, online legal websites, or through an attorney.
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Read the form carefully and understand its contents. Pay attention to any specific requirements or instructions mentioned in the form.
04
Begin by identifying the parties involved. Provide your personal information as the principal granting the power and the agent who will be given the authority.
05
Specify the powers you are granting to the agent. These powers can vary and may include financial, legal, or medical decision-making authority.
06
Include any special instructions or limitations you want to impose on the agent's authority.
07
Sign and date the form in the presence of a notary public or witnesses, as required by your jurisdiction.
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If necessary, have the completed power of attorney certification notarized or witnessed.
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Keep a copy of the signed and executed power of attorney certification for your records.

Who needs power of attorney certification?

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Power of attorney certification is generally needed by individuals who want to grant someone else the legal authority to act on their behalf.
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Some common situations in which a power of attorney certification may be necessary include:
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- Individuals who anticipate being unavailable or unable to handle their own financial or legal matters
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- Elderly individuals who may need assistance with managing their affairs
05
- Individuals with disabilities or medical conditions that may impair their decision-making abilities
06
- Individuals involved in complex legal or financial transactions who require a trusted representative to act on their behalf
07
- Business owners or executives who want to authorize someone to make business decisions on their behalf
08
It is advisable to consult with a legal professional to determine if a power of attorney certification is appropriate in your specific situation.
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Power of attorney certification is a legal document that allows a person (the agent) to act on behalf of another person (the principal) in legal or financial matters.
Individuals who have been granted power of attorney by another person are required to file power of attorney certification.
Power of attorney certification can typically be filled out by providing the necessary information about the principal, the agent, and the powers being granted.
The purpose of power of attorney certification is to officially grant legal authority to an agent to act on behalf of the principal.
Information such as the names and contact information of the principal and agent, the powers being granted, and any limitations or conditions should be reported on power of attorney certification.
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