Get Special Durable Power Of Attorney Form - Sdcera

Filling out the Special Durable Power Of Attorney Form for the San Diego County Employees Retirement Association (SDCERA) is a vital process that allows you to appoint an agent to handle your benefit-related matters. This guide provides clear, step-by-step instructions for completing the form online, ensuring you understand each section and its requirements.

Follow the steps to complete the form effectively.

1. Click ‘Get Form’ button to obtain the Special Durable Power Of Attorney Form and open it in your preferred online editor.
2. In Section 1, provide your full name, social security number, contact details, and attach a copy of a signed photo identification. This section establishes that you are the principal granting power to your chosen agent.
3. For Section 2, enter the name and contact details of your agent, including their relationship to you. This individual will serve as your attorney-in-fact.
4. In Section 3, grant your agent the authority over your benefits, specifying if they have the power to select benefit options, designate themselves as a beneficiary, or change your beneficiary. This section clarifies the extent of the authority you are granting.
5. Section 4 involves choosing the duration of the power of attorney. You need to indicate whether it is effective immediately, has a specific end date, or is contingent upon your incapacity.
6. Read the important notices in Section 5 carefully, as they inform you about the responsibilities of your agent and your rights as the principal. Make sure you understand the potential implications of the powers granted.
7. In Section 6, print your name, sign the document, and input the date of execution. This signature is crucial as it finalizes your agreement.
8. If applicable, complete Section 7, where the agent acknowledges their responsibility by signing the document.
9. Finally, if you have selected to use witnesses in Section 8, have two individuals sign who are at least 18 years old and not designated as your agent, verifying that they witnessed your signature.
10. Once all sections are filled out and confirmed for accuracy, you can download, print, or share the completed form as required by SDCERA.

Complete your Special Durable Power Of Attorney Form online to ensure your benefits are managed according to your wishes.