Get Durable Power Of Attorney And Indemnification ... - Jp Morgan Funds

This guide provides step-by-step instructions on how to complete the Durable Power Of Attorney And Indemnification Agreement for the New York’s 529 Advisor-Guided College Savings Program. Understanding each section of the form will help you ensure compliance and empower your designated agents to manage your account effectively.

Follow the steps to successfully fill out the form.

1. Click ‘Get Form’ button to obtain the Durable Power Of Attorney And Indemnification Agreement and open it in your preferred online editor.
2. Fill in the Account Owner Information section. This includes listing all relevant account numbers, your name, and contact numbers. Ensure to print clearly for accuracy.
3. Provide Agent Information by specifying the details of the individuals you authorize as agents. You can name one or two agents, ensuring clear communication about their permissions.
4. In the Durable Power of Attorney and Appointment of Agent(s) section, read the instructions carefully and initial the blank spaces according to the authority you wish to grant your agent. Review the responsibilities and limitations outlined.
5. Complete the signature requirements. As the account owner, your signature must be notarized. You will also need two disinterested witnesses to sign the form within 30 days of each other.
6. If applicable, fill in the Agent Affidavit section. This confirms your agents' acknowledgment of their responsibilities under the Power of Attorney.
7. Once all sections are filled out and required signatures obtained, save the changes and choose to download, print, or share the form as needed.

Complete your Durable Power Of Attorney And Indemnification Agreement online for a more efficient and secure process!