Durable (Financial) Power of Attorney

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Principal

The "Principal" is the person GIVING financial powers to someone else (the "Agent"). For example, Jon Smith gives power of attorney to his daughter to do his banking. Jon Smith would be the Principal.

Principal's Address is required.


Agent

Known as the "Agent" or "Attorney-in-Fact"

Agent's Address is required.


2nd Agent

This is someone who may work with the 1st Agent or if the 1st Agent is not able to perform their duties.

The Agents (Decision-Making)

JOINTLY - For most decisions acting on my behalf I would like the Agents to act together.

SEPARATELY - The Agents may act separately with the 2nd Agent having full authority if the 1st Agent is not able to perform their duties.

Durable

Incapacitation is described as being in a medical condition where you cannot speak for yourself such as suffering from: a Coma, Dementia, Alzheimer's, etc.

Initial (Electronically or Hand-Written)

Absolute Financial Power

This would be in regards to:

  • Real Property transactions
  • Tangible personal property transactions. 
  • Stock and bond transactions. 
  • Commodity and option transactions. 
  • Banking and other financial institution transactions including complete access to any bank safe deposit box in my name and the authority to withdrawal or add to the contents. 
  • Business operating transactions. 
  • Insurance and annuity transactions.  
  • Estate, trust, and other beneficiary transactions. 
  • Claims and litigation.
  • Personal and family maintenance. 
  • Benefits from social security, medicare, medicaid, or other governmental programs, or civil or military service. 
  • Retirement plan transactions. 
  • Tax matters. 

E-Initials

Initial ONLY the Powers you would like your Agent(s) to have

Clear

With your Initials above, you are authorizing that the Agent(s) will have the power to do all of the following:


Real Property transactions

Tangible personal property transactions. 

Stock and bond transactions. 

Commodity and option transactions. 

Banking and other financial institution transactions including complete access to any bank safe deposit box in my name and the authority to withdrawal or add to the contents. 

Business operating transactions. 

Insurance and annuity transactions.  

Estate, trust, and other beneficiary transactions. 

Claims and litigation.

Personal and family maintenance. 

Benefits from social security, medicare, medicaid, or other governmental programs, or civil or military service. 

Retirement plan transactions. 

Tax matters. 


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Special Instructions

Notary

This form must be signed in the presence of a Notary Public. A Notary Public can be found at almost every Branch Bank in the United States or you may use one (1) of the following links:


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