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Adding Power of Attorney to your Mutual Fund

Designating a Power of Attorney gives the POA the authority to act on the behalf of another individual on financial matters. We require some additional steps to add POA to the mutual fund account. Simply having a POA designated by the court does not grant access to the mutual fund account.

·        If the Account Owner can sign documents, they are required to obtain a Medallion Signature Guarantee to add a POA

·        To find out more about a Medallion Signature Guarantee and the financial institutions participating in the program click here 

·        All forms need to contain an original signature and be mailed to us at one of the mailing addresses provided on the form

The registration needs to be updated because…

Instructions and Forms I need…

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I want to add my Power Of Attorney (POA) to my account

 

·        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”

§  Letter of Instruction completed with POA’s information:

·        Full legal name

·        Full physical address

·        Social Security number

·        Date of Birth

 

·        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