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Get the free Power of Attorney and Your Investments10 TipsFINRA.org

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Interested Party Designation1GENERAL INFORMATIONAccount Holder\'s Name Mr.2Ms. Mrs. Midland Account Number Dr. INTERESTED PARTY DESIGNATIONPlease complete the information below to authorize your spouse,
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How to fill out power of attorney and

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Step 1: Gather necessary documents
02
Step 2: Choose an agent or attorney-in-fact
03
Step 3: Specify the powers granted to the agent
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Step 4: Sign and notarize the power of attorney form
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Step 5: Distribute copies as needed
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Step 6: Review and update the power of attorney as necessary

Who needs power of attorney and?

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Individuals who want to appoint someone to handle their financial or legal matters if they become unable to do so themselves
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Elderly individuals who may need assistance with managing their affairs
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People planning for sudden incapacitation due to illness, injury, or mental decline
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Individuals who frequently travel or live overseas and need someone to manage their affairs in their absence
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Business owners who want to designate someone to manage business matters in their absence
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Parents who want to appoint someone to make legal and financial decisions for their minor children
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Power of attorney is a legal document that allows someone to act on your behalf in legal, financial, or health matters.
Any individual who wants to designate someone to make decisions on their behalf is required to file a power of attorney.
To fill out a power of attorney, you need to include your personal information, the name of the person you are appointing as your attorney-in-fact, and specify the powers you are granting.
The purpose of a power of attorney is to ensure that someone can make decisions on your behalf if you are unable to do so.
The information that must be reported on a power of attorney includes the names and contact information of all parties involved, the specific powers granted, and signatures of all parties.
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