The registration needs to be updated because…
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Instructions and Forms I need…
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What else I need to know…
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I want to add my Power Of Attorney (POA) to my account
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· Account Owner can obtain a Medallion Signature Guarantee Stamp
–Please complete the Limited Power of Attorney Form with Signature Guarantee
· Account Owner is unable to sign, due to physical or mental incapacitation
– Please include all below documents:
§ A copy of the notarized POA document listing powers and limitations of POA
§ Signed letter from a doctor on letterhead stating “[account owners name] is unable to sign a document due to physical or mental incapacitation”
–Please also complete the Letter of Instruction Form online or fill, print, sign, and mail here, being sure to include:
· Full legal name of account owner and POA
· Full physical address of both parties
· Social Security number of both parties
· Date of Birth of both parties
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· We can return original documents, simply include a note asking us to mail them back to you
· Once we receive the paperwork in good order we will have your account updated within 3 business days
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