Get Td Ameritrade Power Of Attorney Form

Completing the Td Ameritrade Power Of Attorney Form online can seem daunting, but this guide will walk you through each step of the process. By following these instructions carefully, you will ensure that the form is filled out accurately and effectively.

Follow the steps to complete your Power Of Attorney form online.

1. Press the ‘Get Form’ button to access the Td Ameritrade Power Of Attorney Form. This will allow you to open it in a suitable editor for completion.
2. In the first section, enter your account number and advisor number in the designated fields. This information is crucial for identifying your account.
3. Fill in the 'Account Title' field with the name associated with the account. Ensure that this matches with what is on file with Td Ameritrade.
4. In the statement section, identify yourself as the attorney-in-fact by writing your name. Then, include the full name of the person who is granting you power—referred to as 'the principal.'
5. Record the date the power of attorney was executed by the principal, indicating when you were designated powers on behalf of the principal.
6. Fill in the state where the principal executed the power of attorney. This is important for legal validity.
7. Confirm the principal's competency by noting that they were not under any duress when the power of attorney was executed. Make sure to include the date of the principal’s passing or incapacity, if applicable.
8. Sign the form in the designated space as the attorney-in-fact. Additionally, mark the date of your signature.
9. Complete the notary section by providing the state and county of notarization. This must be done in order for the document to be legally binding.
10. Once you have filled out all required sections, review the document for accuracy. After verifying that everything is correct, you can proceed to save your changes, download, print, or share the document as needed.

Start filling out the Td Ameritrade Power Of Attorney Form online today to ensure your financial matters are managed according to your wishes.