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AnnuitiesCertification of AttorneyInFactYou MUST complete this entire form and sign or your request will be delayed. This form is used to certify specific information about the authority of the AttorneyinFact
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How to fill out certification of attorney-in-fact

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How to fill out certification of attorney-in-fact

01
To fill out a certification of attorney-in-fact, follow these steps:
02
Begin by entering your personal information, such as your name, address, and contact details.
03
Identify the attorney-in-fact by providing their name, address, and any other relevant information.
04
Clearly state the powers and authority you are granting to the attorney-in-fact. Be specific and include any limitations, if applicable.
05
Include the effective date of the certification, which indicates when the powers granted to the attorney-in-fact become valid.
06
Make sure to sign the certification in the presence of a notary public or witness, as required by law.
07
Finally, review the filled-out certification for accuracy and completeness, and make any necessary corrections before submitting or sharing it as needed.

Who needs certification of attorney-in-fact?

01
Anyone who wishes to grant power of attorney to someone else, usually in situations where they are unable to act on their own behalf, may need a certification of attorney-in-fact.
02
This may include individuals who are ill, incapacitated, or traveling and need someone to handle their legal and financial affairs.
03
Additionally, individuals who want to ensure someone can make decisions and act on their behalf in specific situations, such as managing real estate or financial investments, may also require a certification of attorney-in-fact.
04
It is recommended to consult with a legal professional to determine if a certification of attorney-in-fact is necessary in a specific situation.
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It is a legal document that grants someone the authority to act on behalf of another person, typically in financial or legal matters.
Any individual designated as an attorney-in-fact by another person is required to file certification.
The certification must be completed with the relevant information of the attorney-in-fact, the individual granting power of attorney, and any specific instructions.
The purpose is to formally acknowledge and authorize the authority granted to the attorney-in-fact by the individual.
The names and contact information of both the attorney-in-fact and the individual granting power of attorney, the date the power of attorney was granted, and any specific powers given.
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