Get Trading Authorization / Power Of Attorney And Indemnification Form ...

This guide provides a comprehensive overview of how to fill out the Trading Authorization / Power Of Attorney And Indemnification Form online. Following these instructions will help ensure that users can complete the form accurately and efficiently.

Follow the steps to fill out the Trading Authorization form effectively.

1. Click the ‘Get Form’ button to obtain the Trading Authorization / Power Of Attorney And Indemnification Form and open it in your preferred editing tool.
2. Fill in the account information section. Enter the name of the financial organization, account title, and account number as they appear in your account records.
3. In the authorization section, designate the individual who will act as your authorized agent. Fill in their name and contact details. Specify whether you are granting limited or full trading authorization by checking the appropriate box.
4. Complete the revocation section if necessary, indicating any previous powers of attorney you wish to revoke. Leave this section blank if you are not revoking any prior documents.
5. Sign the document in the signature section. If there is a joint account, ensure that both account owners sign, as required. Remember that signatures must be notarized.
6. If required, have two witnesses sign the form in the designated section. This is necessary for those granting full trading authorization in New York. Ensure the witnesses are eligible and not beneficiaries.
7. The agent named in the form must then sign and date it as acknowledgment of their responsibility. Ensure their signature is also notarized.
8. Review all entered information for accuracy, then save changes. You may download, print, or share the completed form as needed.

Complete your Trading Authorization form online today to ensure your brokerage account management is handled efficiently.