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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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Versions	Form popularity	Fillable & printable
2018	4.8 Satisfied (42 Votes)

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