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ES_ARA_LPO_101422-Page 1 of 4DO NOT STAPLEBrighter Future 529 Advisor PlanBrighter Future Advisor Plangent Authorization/Limited Power of Attorney Complete this form to designate a financial advisor,

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How to fill out online lpoa authorization

01

Visit the online platform where the lpoa authorization form is available.

02

Enter your personal information such as name, address, and contact details.

03

Provide details of the account you are authorizing, including account number and type.

04

Specify the level of authorization you are granting, such as trading only or full account management.

05

Review the terms and conditions of the authorization agreement before submitting the form.

06

Submit the completed form online and await confirmation of authorization.

Who needs online lpoa authorization?

01

Traders who want to authorize someone else to manage their trading account on their behalf.

02

Investors who are looking for professional management of their investment portfolio.

03

Individuals who are unable to actively manage their trading accounts and seek assistance from a financial advisor or broker.

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What is online lpoa authorization?

Online lpoa authorization is a process where an individual grants permission to another person or entity to act on their behalf in legal or financial matters through an online platform.

Who is required to file online lpoa authorization?

Any individual or entity who wants someone else to make decisions or transactions on their behalf may be required to file online lpoa authorization.

How to fill out online lpoa authorization?

To fill out online lpoa authorization, one must provide personal information, details of the authorized person, the scope of authorization, and sign the document electronically.

What is the purpose of online lpoa authorization?

The purpose of online lpoa authorization is to legally empower another person to make decisions or conduct transactions on behalf of the individual granting the authorization.

What information must be reported on online lpoa authorization?

Information such as personal details of the grantor and the authorized person, scope of authorization, and any specific instructions or limitations must be reported on online lpoa authorization.

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