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POWER OF ATTORNEY CERTIFICATION AND INDEMNIFICATION Account Number(s)Documents required to add a Power of Attorney (POA) on an account include: Photocopy of the full Power of Attorney document POA

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How to fill out durable power of attorney

01

Obtain the appropriate durable power of attorney form.

02

Choose who will act as your agent or attorney-in-fact.

03

Specify the powers you want to grant to your agent.

04

Sign the durable power of attorney form in front of witnesses or a notary public.

05

Provide a copy of the completed form to your agent and any other relevant parties.

Who needs durable power of attorney?

01

Individuals who want to appoint someone to make financial or healthcare decisions on their behalf in case they become incapacitated.

02

Elderly individuals who want to plan for potential future incapacity.

03

Individuals with medical conditions that may affect their decision-making abilities.

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What is durable power of attorney?

A durable power of attorney is a legal document that allows an individual to appoint someone else to make important decisions on their behalf, typically in the event that they become incapacitated.

Who is required to file durable power of attorney?

Any individual who wants to designate a trusted person to handle their financial or healthcare decisions in case they are unable to do so themselves.

How to fill out durable power of attorney?

To fill out durable power of attorney, you need to choose a trusted person as your agent, specify the powers you want them to have, sign the document in front of witnesses, and have it notarized.

What is the purpose of durable power of attorney?

The purpose of durable power of attorney is to ensure that someone you trust can make important decisions on your behalf if you are unable to do so due to incapacity.

What information must be reported on durable power of attorney?

The durable power of attorney must include the name of the agent, the powers granted, the effective date, and any specific instructions or limitations.

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