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Financial Power of Attorney
A financial power of attorney allows you to designate authority to another person or entity to handle financial matters on your behalf. This template for a financial power of attorney allows you to refine the details of the responsibilities assigned so that the duties to be performed are clear to both parties and those handling financial transactions such as banks and brokerage firms.

Free Sample Template
Format: Word PDF
# of Pages: 2
Printable: Yes


Financial Power of Attorney TemplateForm 4237
Format: Word PDF
Category: Legal, Power of Attorney
Type: POA Agreement

Financial Power of Attorney

Date Financial Power of Attorney is Effective: ___/___/_____

Name: ________________________________________________________________________________________

Address: ______________________________________________________________________________________

City: _______________________________________ State: _____________ Zip Code: _______________________

I ______________________________________do hereby appoint as my lawful Financial Attorney:

Name: ________________________________________________________________________________________

Address: ______________________________________________________________________________________

City: _______________________________________ State: _____________ Zip Code: _______________________

To do and perform all of the following financial responsibilities and to have all the rights that are connected with the following:

To execute all written documents that include, however, are not limited to: checks, contracts, legal documents and agreements.

To be the recipient of any and all of my income that I am owed on my personal property and business properties. Execute and deliver receipts, releases and or any discharges that relate to my property as income. To sell, lease, transfer or exchange any of my property at competitive market prices and to execute any deeds, leases, or additional Powers of Attorney or additional agreements. To demand, maintain, prosecute, compromise, settle or dismiss any actions that are for the propertyís recovery, collection, and or receipt of goods, debts, claims, and demands that are due to me. Will also contract and pay for any property services or goods that may be required by me or any of my dependents.

To receive and apply for any governmental benefits for which I am eligible for or may become eligible for, including but not limited to the following: Social Security, Medicare and Medicaid.

To invest and reinvest my funds in a conservative manner and to withdraw funds as is needed to pay for my essential needs.

Sign and complete all local, state and federal tax returns, to pay any taxes and assessments that are due and to also receive credits and refunds, to sign any US Treasury or IRS documents that are necessary to effectuate any of these powers.

To make purchases, pay premiums and to make claims on life, health, car and renterís insurance. My Financial Power of Attorney Agent will not have the power to cash in or change the beneficiary of any life insurance policy.

To acquire and pay for any legal advice and to initiate or defend legal and administrative proceedings on my behalf, including but not limited to actions against any third parties who do not honor this legal agreement.




Special Instructions to my Financial Power of Attorney: ________________________________________________

_____________________________________________________________________________________________

_____________________________________________________________________________________________

I hereby sign this legal document voluntarily, and I understand the purpose of the foregoing document.

Signature: ___________________________________________________________________ Date: ___/___/_____

We hereby sign below as witnesses. This Financial Power of Attorney was signed before us and appears to be of sound mind and to be making this appointment of attorney voluntarily, without duress, fraud and or undue influence. Neither of us is an agent that is named in this Financial Power of Attorney document.

Print Name: ___________________________________________________________________________________

Signature: ___________________________________________________________________ Date: ___/___/_____

Print Name: ___________________________________________________________________________________

Signature: ___________________________________________________________________ Date: ___/___/_____

State of: __________________________

County of: ________________________

The foregoing document was acknowledged before me this _________________ day of ______________________

20_____, at _____________________________________ in the State of: _________________________________

By: __________________________________________________________________________________________

To be his or her free act of deed.

Signature of Notary Public: _______________________________________________________________________

My commission expires: ___/___/_____

SEAL