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Power of Attorney. APP25065-13

Power of Attorney. APP25065-13 2025

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The document is a Power of Attorney form from Charles Schwab & Co., Inc. that allows an account holder to authorize a third party (Agent) to act on their behalf regarding their Individual Retirement Account (IRA), brokerage accounts, and linked checking accounts. It outlines the responsibilities and limitations of the Agent's authority, including options for limited or full power of attorney, and specifies that the authorization ceases upon the account holder's death or mental incapacity. The document also includes sections for agent information, account holder signatures, and legal disclaimers regarding Schwab's role and responsibilities.

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Click ‘Get Form’ to open the Power of Attorney. APP25065-13 in the editor.
Begin by filling out the 'Investment Advisor Information' section, including the IA Firm Name, Account Number, and contact details.
In 'Account Holder Information and Authorization', provide your account number(s) and personal details. Ensure that all account holders sign where indicated.
Select the appropriate authority designation in Section 2, choosing between Limited Power of Attorney or Full Power of Attorney based on your needs.
Complete Section 3 by entering the Agent's information. If appointing multiple Agents, ensure they have identical powers as specified.
Review and sign Section 4 to certify that you understand the terms and conditions associated with this Power of Attorney.
Finally, ensure all signatures are notarized as required before submitting the completed form.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Who is the best choice for power of attorney?

The best choice is someone you trust. Integrity, not financial acumen, is often the most important trait of a potential agent.

Who is the best person for power of attorney?

Because a power of attorney may grant very broad power over your property, including your bank accounts, we recommend that you consult a legal advisor, estate planner or other tax professional to see whats right for your situation.

Why would someone want more than one person with the power of attorney?

Shared responsibilities: By appointing several agents to handle different assets, such as your real estate and artwork, you may use their specialized skills and expertise to your advantage. One agent might know more about real estate, while the other might know more about valuable artwork.

What three decisions cannot be made by a legal power of attorney?

When someone makes you the agent in their power of attorney, you cannot: Write a will for them, nor can you edit their current will. Take money directly from their bank accounts. Make decisions after the person you are representing dies. Give away your role as agent in the power of attorney.

Which person will need someone with the power of attorney?

A Power of Attorney is a legal document that identifies and empowers a person to speak for someone who wants assistance with financial or healthcare matters or can no longer speak for themselves.

What are the 4 types of power of attorney?

In California, there are four main types of POAs, each offering a specific scope of decision-making power: general, durable, limited, and medical. Understanding these distinctions is crucial for selecting the POA that best suits your individual needs: General Power of Attorney.

Power of Attorney. APP25065-13 2025

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Who is the best choice for power of attorney?

Who is the best person for power of attorney?

Why would someone want more than one person with the power of attorney?

What three decisions cannot be made by a legal power of attorney?

Which person will need someone with the power of attorney?

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What are the 4 types of power of attorney?

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Power of Attorney. APP25065-13 2025

Here's how it works

How to use or fill out Power of Attorney. APP25065-13 with our platform

Complete this form in 5 minutes or less

Got questions?

Who is the best choice for power of attorney?

Who is the best person for power of attorney?

Why would someone want more than one person with the power of attorney?

What three decisions cannot be made by a legal power of attorney?

Which person will need someone with the power of attorney?

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