Get Power Of Attorney Affidavit And Indemnification Form
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How to fill out the Power Of Attorney Affidavit And Indemnification Form online
Filling out the Power Of Attorney Affidavit And Indemnification Form online is a straightforward process that allows users to authorize their powers effectively. This guide provides detailed instructions on completing each section of the form, ensuring that you can navigate the process with confidence.
Follow the steps to complete the form online effectively.
- Click ‘Get Form’ button to obtain the form and open it for filling out.
- Enter the account owner's information in Section 1, including their full name, evening phone number, daytime phone number, and extension.
- In Section 2, list all Fidelity account numbers that are included in this Power of Attorney. Ensure you enter each account number accurately.
- Proceed to Section 3, where you will provide details about the Attorney-in-Fact. Use your full legal name, date of birth, social security or taxpayer ID number, and relevant phone numbers.
- Fill out the legal or residential address, making sure it is not a P.O. Box, and include your mailing address if it differs.
- Indicate your citizenship status and, if applicable, provide details for foreign citizens, including residency and government identification.
- Complete the income source section by selecting your current employment status and providing necessary details for employment or other income sources.
- Respond to the questions regarding associations and corporate control status, providing necessary information if applicable.
- In the Duplicate Materials section, check the boxes if you wish to receive copies of account statements or transaction confirmations and provide an email address for electronic copies.
- Review all sections for accuracy, then sign and date the form in the Attorney-in-Fact Signature and Date section.
- Ensure all necessary documents are attached and submit the entire form to Fidelity Investments via the provided mailing options.
Complete your documents online with confidence and efficiency.
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In the USA, the notarization of a power of attorney may depend on the state laws where you reside. Many states do require notarization for the Power Of Attorney Affidavit And Indemnification Form to be legally binding. It’s important to check the specific requirements in your state, as notarization helps to affirm the authenticity of the document. Using resources like US Legal Forms can guide you through these requirements seamlessly.
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