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- Click ‘Get Form’ to open the full force and effect letter in the editor.
- Begin by entering your Account #, Branch #, and FA # at the top of the form. This information is essential for identifying your account.
- Fill in the Attorney-In-Fact Information section. Include details such as ID Type, Name, Date of Birth, SS # or Tax ID #, Street Address, City, State, Zip Code, Country of Residence, Country of Citizenship, Telephone #, and Email.
- Indicate your relationship to the client by selecting the appropriate options regarding employment or affiliation with financial institutions.
- Review and initial the applicable lines regarding the Power of Attorney's durability and confirm that you are not aware of any incapacity issues concerning the Principal.
- Complete the signature section by signing as Attorney-In-Fact and providing witness signatures as required. Ensure all signatures are dated correctly.
- If notarization is needed, complete that section by having a Notary Public sign and seal it.
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