Power Of Attorney Financial

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  • 7/30/2019 Power Of Attorney Financial

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    Power of Attorney, Financial Matters

    _____________, the principal, of ___________, _______, herewith appoints______________ of ______________, as their attorney in fact, to act in the place and

    stead and with the same authority as Principal would have to do the following acts:

    To conduct any and all business regarding my deposit accounts, loans, safe deposit box,or other banking business in regard to the _______________________, of

    ____________________. This power shall specifically include, but is not limited to theright to deposit, withdraw, sign checks or drafts, make stop payment orders, and toconduct any banking transactions necessary or possible in regard to my bankingrelationship with the __________________________.

    To execute a deed or other instrument of conveyance conveying my interest in thefollowing real property:

    ________________________________________________________________

    To examine and to order copies of any and all of my educational records, including bothfinancial and student loan and health related records, at the following college, school orother educational institution:

    __________________________ of _______________ and any branches thereof.

    To represent me before the Internal Revenue Service in regard to the following taxableyears and returns:Forms: ____________ Years: _____________

    This power of attorney shall be in effect from _______________ to_________________.

    __________________________________________________________________________, As Principal

    STATE OF ______________COUNTY OF _____________

    _____________ personally appeared before me and acknowledged the execution of thispower of attorney for the purposes set forth therein.

    Dated: _______________________________

    __________________________________________Notary PublicMy Commission Expires:

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    Power of Attorney, Financial MattersReview List

    This review list is provided to inform you about this document in question and assist youin its preparation. This Power of Attorney is restricted to financial matters. Read up onthe other commentary about Power of Attorney issues. This is a serious matter. If youhave any doubts, dont appoint the person.

    1. Make multiple copies. Give one to each interested party. Keep a list of who hascopies so you can retrieve them if you decide at a later date to revoke thesepowers.

    2. One way to restrict a Power of Attorney is simply to put in an automatictermination date. Then you have to renew in order to have it remain in force andmakes it less likely someone can challenge a termination successfully at a latertime since you anticipated it in this document.