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Get Ca Pers-oss-138 2009
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How to fill out the CA PERS-OSS-138 online
The CA PERS-OSS-138 form is crucial for establishing a durable power of attorney for retirement-related business decisions. This guide provides a clear and supportive walkthrough of the necessary steps to complete the form online.
Follow the steps to effectively complete the CA PERS-OSS-138 form.
- Click the ‘Get Form’ button to obtain the CA PERS-OSS-138 form and open it in your preferred editor.
- Provide your full name as the Principal, followed by your Social Security number at the top of the form.
- In Section 1, complete the requested information, ensuring to print clearly details such as your name, address, city, state, and ZIP code. Include a daytime phone number.
- In Section 2, designate one or more attorneys-in-fact by providing their names, addresses, counties, cities, states, ZIP codes, and daytime phone numbers.
- Indicate whether the attorneys-in-fact will act jointly, separately, or alternately by marking the appropriate box.
- In Section 3, specify the general authority granted to your attorney-in-fact, including any special authorizations or limitations.
- In Section 4, choose when you want your power of attorney to commence or terminate by selecting the appropriate option.
- In Section 5, read the notice carefully and understand the responsibilities associated with acting under this power of attorney.
- Complete Section 6 if you are the attorney-in-fact. Acknowledge the duties you assume by signing and providing your printed name and the date.
- In Section 7, the Principal should acknowledge and execute the document by providing their signature, date, and any additional required details.
- Gather two witnesses to complete Section 8. Both witnesses need to print their names, addresses, and sign the document.
- If necessary, complete Section 9 for notary public acknowledgement. Ensure it is signed and sealed if applicable.
- After completing all required sections, save your changes, and consider downloading, printing, or sharing the document as needed.
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