You should fill your POA carefully and correctly because this process is critical in the POA’s creation. It’s critical to gather all the necessary details before filling this form. You may need to consult your attorney to look at everything from a rational legal perspective before filling the form. Below are the steps to follow when filling the form.
Download the Form
Next, download the form from our website in the most convenient format for easy filling. You can download it in ODT, Word, and PDF format. If you wish to fill it manually, you may print the document and do so with large and legible letters using blue or black ink.
Fill Out the Personal Data Section
Afterward, fill the first section with all the necessary details. Fill in your name and address, indicating that you appoint a given individual as your durable agent. You should specify when the POA expires. Otherwise, the POA remains in force until you die, revoke it, your agent resigns, a court removes your agent, or you appoint a guardian to manage your estate.
You must also declare your intentions for appointing your agent. Provide their name and full contact details. You should also indicate if you intend to appoint other agents. Remember to provide their full details the same way you did for your first agent.
Determine Your Agent’s Authority
At the next step, the principal defines how an agent will act. Here, you limit their authority by crossing the duties you don’t want them to perform. You need to initial your name before the jobs you want them to do. For example, define if you want them to handle real estate, insurance, stocks, or banking transactions.
You also have to state how you want your agents to work together. You have an option for them to act independently or cooperate to ratify each other’s decisions.
Set the Effective Date
Next, state when you want your delegated authority to start working. You have two options to choose from. You may if your subsequent disability affects the POA or if it becomes effective following your incapacitation. Otherwise, the POA becomes effective immediately.
Get Your POA Signed and Sealed
The next step entails executing the POA by signing it. You must sign and date it by day, month, and year before an attorney takes over to notarize it. Afterward, a notary public takes over and fills a special section reserved for them. They will fill in their credentials, state, and county where they notarized the document. Lastly, they will date it accordingly and then seal it with their notarization seal to complete the process.
You need to give your agent a copy of the notarized POA. It will include an additional document detailing how they should conduct business for you.