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Get the free Special Power of Attorney Form - CalPERS

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POWER OF ATTORNEY Please print, complete and sign this form. You may send the original signed power of attorney by post. Alternatively, you may send a copy of the power of attorney via the Danish
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How to fill out special power of attorney

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How to fill out special power of attorney

01
Title the document as 'Special Power of Attorney'.
02
Identify the principal (the person granting the power) by including their full name and address.
03
Specify the agent (the person receiving the power) with their full name and address.
04
Clearly outline the powers being granted to the agent, detailing specific tasks or decisions they can make.
05
Include any limitations on the agent's authority, if applicable.
06
State the effective date of the power of attorney and whether it is durable (effective even if the principal becomes incapacitated).
07
Sign and date the document in the presence of a notary public or witnesses, as required by state law.
08
Distribute copies of the signed document to relevant parties, including the agent and financial institutions if necessary.

Who needs special power of attorney?

01
Individuals who want to designate someone to make decisions on their behalf regarding financial, legal, or health matters.
02
Those who may face temporary incapacity due to travel, illness, or surgery.
03
People managing complex financial situations, such as real estate transactions or business dealings.
04
Individuals planning for future incapacity as part of their estate planning.
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A special power of attorney is a legal document that grants a specific individual the authority to act on behalf of another person in specific situations or for particular transactions.
Individuals or entities that need to delegate specific powers to another person, typically in legal or financial matters, are required to file a special power of attorney.
To fill out a special power of attorney, you must provide the names of the principal and the agent, specify the powers being granted, and sign the document in accordance with state laws, often in the presence of a notary.
The purpose of a special power of attorney is to authorize someone to make decisions or take actions on behalf of another person for specified tasks, which may include managing property, handling finances, or making medical decisions.
Information that must be reported includes the names and addresses of the principal and agent, the specific powers granted, any limitations on those powers, and the date of execution.
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