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CAF INVESTMENT ACCOUNT Closure Form transfer your investments to a new provider, you will need to complete the form below. This form will require the signatures of at least two of your existing CAF
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How to fill out power of attorney for

01
To fill out a power of attorney, follow these steps: 1. Choose the type of power of attorney you need, such as general, durable, or specific.
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Identify the parties involved, including the person granting power of attorney (the principal) and the person receiving authority (the agent or attorney-in-fact).
03
Clearly specify the powers and limitations given to the agent in the power of attorney document.
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Include any additional instructions or preferences the principal may have.
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Sign the power of attorney document in the presence of a notary public or witnesses, depending on the legal requirements in your jurisdiction.
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Provide copies of the signed power of attorney to relevant parties, such as banks, medical providers, or financial institutions.

Who needs power of attorney for?

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Power of attorney is needed by individuals who want to appoint someone to make legal, financial, or medical decisions on their behalf.
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Common scenarios where power of attorney may be necessary include:
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- Individuals with declining health or mental capacity who want to ensure their affairs are handled properly.
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- Parents who want to designate someone to make decisions for their minor children in their absence.
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- Individuals who plan to travel or reside abroad and need someone to manage their finances or assets back home.
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- Business owners who want to authorize someone to handle business transactions when they are unavailable.
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- Anyone who wants to have a trusted person act on their behalf in various legal or financial matters.
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Power of attorney is a legal document that allows a person (the agent or attorney-in-fact) to act on behalf of another person (the principal) in legal and financial matters.
Any individual who wants to designate someone to act on their behalf in legal and financial matters may choose to file a power of attorney.
To fill out a power of attorney, you will need to include the names of the principal and agent, specify the powers granted to the agent, and sign the document in front of a notary public.
The purpose of a power of attorney is to allow the agent to make decisions and take actions on behalf of the principal when the principal is unable to do so themselves.
The power of attorney must include the names and signatures of the principal and agent, a description of the powers granted to the agent, and the effective date of the document.
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