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Individual Letter of Authority/ Change of Agent Form Instructions for completing this form Please complete: Part A and EITHER Part B (if you want a new Adviser appointed) OR Part C (if you only want

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How to fill out individual letter of authority

01

Start by addressing the correct recipient and include their name and title.

02

Provide a brief introduction explaining the purpose of the letter.

03

Clearly state the permissions or authorizations being granted in the letter.

04

Include any relevant personal information or identification details.

05

Sign the letter and include contact information for further communication.

Who needs individual letter of authority?

01

Individuals who need to authorize someone else to act on their behalf in a specific matter.

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What is individual letter of authority?

An individual letter of authority is a document that grants permission to a specified person or entity to act on behalf of an individual in relation to a specific matter, often related to tax or legal affairs.

Who is required to file individual letter of authority?

Individuals who wish to authorize someone else to handle their tax or financial matters, such as tax returns or appeals, are required to file an individual letter of authority.

How to fill out individual letter of authority?

To fill out an individual letter of authority, complete the designated form with the necessary personal information, details of the authorized person, and specify the scope of the authority granted.

What is the purpose of individual letter of authority?

The purpose of an individual letter of authority is to legally empower someone to represent an individual’s interests, ensuring that their requests or obligations are handled appropriately by the authorized party.

What information must be reported on individual letter of authority?

Information that must be reported includes the individual's name, contact information, the name of the authorized person, their contact details, the specific authority being granted, and the duration of the authority.

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