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ASTUTE TRUSTEE SERVICES LTD ASTUTE SIPP GRANTING THIRD PARTY AUTHORITY FORM Application Guide rd This form should be completed if you wish to allow a 3 party to receive information on your SIPP. Where
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How to fill out third party authority form?

01
Obtain the form from the relevant authority or organization.
02
Read the instructions carefully to understand the purpose and requirements of the form.
03
Fill in your personal information accurately, including your full name, address, and contact details.
04
Provide the details of the third party for whom you are granting authority, such as their name, relationship, and contact information.
05
Clearly indicate the specific authority you are granting to the third party. This could include financial transactions, medical decision-making, or legal representation, among others.
06
Sign the form and date it to validate your authorization.
07
Submit the completed form to the appropriate authority or organization, following their instructions for submission.

Who needs third party authority form?

01
Individuals who want to grant authority to someone else to act on their behalf.
02
Someone seeking assistance and representation in financial, legal, or medical matters from a trusted individual.
03
People who are unable to personally handle certain activities and need a reliable person to act on their behalf.
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Third party authority form is a document that authorizes a third party to act on behalf of an individual or organization in certain matters.
It depends on the specific situation, but typically it is the individual or organization that wants a third party to act on their behalf.
The form typically requires information about the individual or organization granting authority, details about the third party being authorized, and the specific actions the third party is authorized to take.
The purpose is to clearly define the scope of authority granted to the third party and ensure that all parties understand their roles and responsibilities.
The form may require personal information, contact details, specific authorization requests, and any supporting documentation.
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