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Fidelity & Surety Miscellaneous Forms are listed alphabetically by form title.(New)Denotes change. PAGE FS 1 of 19WOLTERS KLUWERCustomer Support: 8003822424Fidelity & Surety Miscellaneous FormsUNIFORM

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How to fill out durable power of attorney

01

Step 1: Begin by selecting an agent who will act on your behalf and make decisions for you if you become incapacitated.

02

Step 2: Consult an attorney to ensure that the document is filled out correctly and meets all legal requirements in your jurisdiction.

03

Step 3: Write down your personal information, including your name, address, and contact details.

04

Step 4: Specify the powers you want to grant to your agent, such as managing your financial affairs, making healthcare decisions, or handling legal matters.

05

Step 5: Include any limitations or restrictions on the powers granted to your agent, if desired.

06

Step 6: Sign and date the durable power of attorney document in the presence of a witness or notary public.

07

Step 7: Distribute copies of the document to your agent, family members, healthcare providers, and any other relevant parties.

08

Step 8: Review and update the document periodically to ensure it reflects your current wishes and circumstances.

Who needs durable power of attorney?

01

Individuals who want to designate someone to manage their financial, legal, and healthcare matters if they become incapacitated.

02

Senior citizens who want to ensure that their wishes are respected and their affairs are taken care of if they are no longer able to make decisions for themselves.

03

People with chronic illnesses or disabilities who may require ongoing assistance in managing their affairs.

04

Parents who want to appoint a trusted individual to make decisions on behalf of their children in the event of an emergency or incapacitation.

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What is durable power of attorney?

Durable power of attorney is a legal document that allows an individual (the principal) to appoint someone else (the agent or attorney-in-fact) to make financial and legal decisions on their behalf.

Who is required to file durable power of attorney?

Any individual who wants to designate someone to make financial and legal decisions on their behalf should consider filing a durable power of attorney.

How to fill out durable power of attorney?

To fill out a durable power of attorney, you will need to specify the powers granted to the agent, provide information about the principal and the agent, and sign the document in the presence of a notary public.

What is the purpose of durable power of attorney?

The purpose of durable power of attorney is to ensure that someone you trust is legally authorized to make decisions on your behalf if you become incapacitated and unable to make decisions for yourself.

What information must be reported on durable power of attorney?

The durable power of attorney should include details about the powers granted to the agent, information about the principal and the agent, and any limitations or conditions specified by the principal.

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