• A signed Letter of Instruction form from the account owner or attorney-in-fact requesting to add or change the attorney-in-fact.

• A signed and notarized Attorney-in-Fact's Certification and Acceptance Form that includes the full name, Social Security number, date of birth, and permanent street address of the attorney-in-fact. If the governing law does not require the form to be notarized, then check the box on page 2 of the form.

• A notarized Power of Attorney document that lists all the powers and any restrictions of those powers.

• This change gives the POA the authority to act on behalf of the account owner. We require some additional steps to add a POA to the account. Simply having a POA designated does not grant access to the account.

• A notary public from a financial institution is able to provide an acceptable validation. If obtaining a notary stamp, please be sure to include the notary public's business card or a signed letter from the notary public on the financial institution's letterhead.

• We can return original documents that are mailed; simply include a note asking us to mail them back to you.

• To add an authorized individual to your account via DocuSign, please click here.

• If you prefer to mail the request to us, please print the form and mail it using the mailing address provided to the left.

• This level of authority permits an authorized individual to inquire about share balances and account history.

• No financial transactions are permitted by the authorized individual.

• The signature of each account owner must be included on the form.

• To add or update a trusted contact on your account, via DocuSign please click here.

• If you prefer to mail the request to us, please print the form and mail it using the mailing address provided to the left.

• This designation allowed us to communicate with this individual for the following reasons:
  
  
  • To address instances of possible or confirmed financial exploitation or fraud related to you and/or your account(s), including notice of a temporary hold.
  
  
  • To inquire about your current contact information or health status.
  
  
  • To identify any individual with legal authority to act on your behalf (e.g., legal guardian or conservator, executor, trustee, or power of attorney).


• A designated contact must be 18 years old or older.

• This designation does not authorize the named individual to transact on or make changes to your account.

Before investing, consider the fund's investment objectives, risks, charges and expenses. Please call 800-304-7404 or visit the Mairs & Power website for a prospectus or, if available, summary prospectus, containing this information. Read it carefully.

Mairs & Power Funds and its representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. Individuals should consult their tax and/or legal advisor for advice and information concerning their particular situation.