Limited Power of Attorney for Stock Transactions and Corporate Powers - New York 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling in your name, address, and the date at the top of the form. Ensure that all information is accurate to avoid any issues later.
3. Designate your agent by entering their name in the specified field. This person will have the authority to act on your behalf regarding stock transactions.
4. In the section detailing powers granted, clearly outline the specific powers you wish to confer upon your agent. This may include exercising stock options and voting shares.
5. Indicate whether this power of attorney is non-durable or durable by checking the appropriate box. A durable power remains effective even if you become incapacitated.
6. Sign and date the document in front of a notary public to validate it. Ensure that your signature matches your printed name.
7. Finally, provide copies of this document to your agent and any relevant financial institutions to ensure they are aware of this arrangement.

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