Sign this form falls under “financial” related use, it must be authorized in accordance with State ‘Durable’ Laws. There should be at least two (2) copies of the form made for each of the parties. Use the Instructions and fill in with the agent that will be used in the document and be sure to inform them the responsibilities and terms of the document. Step 3 – Write the POAĭownload in Adobe PDF, MS Word, or OpenDocument (.odt).
If the responsibility involves a higher-valued asset it’s recommended to select someone that is the beneficiary in the estate. It’s important to choose someone that can be trusted and usually involves a family member or friend. If the task is for a one (1) time use or has a specific end date, the power of attorney should have this included. Make sure to carefully word the responsibilities of the Agent to ensure that he or she has the right to act in your place for only the tasks needed. Specific responsibilities – Such as picking up a vehicle, mail, etc.Tax filings – To file taxes on someone else’s behalf or collect refunds.Retirement benefits – To select different types or withdraw money.Real estate – To buy, sell, or manage on someone’s behalf.
Bank accounts – To deposit, withdraw, and pay bills.
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