Get Tiaa Power Of Attorney Form

Filling out the Tiaa Power of Attorney Form online allows you to grant authority to an agent to manage your brokerage account on your behalf. This guide provides clear, step-by-step instructions to help you complete the form accurately.

Follow the steps to fill out the Tiaa Power Of Attorney Form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Complete the brokerage account information section, including your account number and account name as it appears on your statement.
3. In the agent authority instructions section, appoint the individual you select as your agent. Choose between Trading Authority and Trading and Limited Disbursement Authority. Remember to specify if you want check writing authority.
4. Provide your agent's information, including name, Social Security number, date of birth, address, and employment details. Make sure the information is correct and clearly printed.
5. The agent must then acknowledge their acceptance by signing the designated area and providing the required date.
6. Notarization is required. Ensure that the agent's signature is notarized by a notary public, who will also sign and date the form.
7. As the account owner, provide your signature along with the date, acknowledging your understanding and agreement to the terms specified in the form.
8. If applicable, complete the witness signatures section, ensuring compliance with state requirements, particularly if executed in New York.
9. Review all entries for accuracy and completeness before submitting the form. It is crucial to ensure that all signatures are present and that the notary has completed their section.
10. Finally, save your changes, download, print, or share the form as needed.

Start filling out your Tiaa Power Of Attorney Form online now for efficient management of your brokerage account.