Special Power of Attorney Form - MutualFundStrategist 2026

1. Click ‘Get Form’ to open the Special Power of Attorney Form - MutualFundStrategist in the editor.
2. Begin by filling in your personal information at the top, including your first name, middle initial, last name, and city. Ensure accuracy as this identifies you as the principal.
3. Designate your agent by entering their full name and city. This person will act on your behalf regarding your TSP account.
4. In the assignment section, handwrite your initials next to each power you are granting: obtaining information, borrowing or withdrawing funds, and any other actions related to your TSP account.
5. Provide the participant's details including their Social Security number and confirm that this power of attorney remains effective even if you become incapacitated.
6. Sign and date the document in the designated areas. Remember that a notary public must witness your signature for it to be valid.
7. Complete the notary section with the required information once signed. This step is crucial for official processing.

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