Get Statutory Short Form Power Of Attorney, Major Gifts Rider Authorization 9/1/09. Asset Forfeiture

Filling out the Statutory Short Form Power Of Attorney and the Major Gifts Rider Authorization can seem daunting, but this guide is designed to help you through each step. Understanding the components of the form will ensure that you make informed decisions while authorizing your agent to act on your behalf.

Follow the steps to successfully complete your form.

1. Click the ‘Get Form’ button to obtain the form and open it for editing.
2. Begin by reading the introductory section carefully, which explains the purpose of the Major Gifts Rider and cautions you about the implications of granting gifting authority to your agent.
3. In section (a), review and initial the bracket next to the gifting authority if you wish to grant your agent the ability to make gifts to specific individuals, such as your spouse or children. Be mindful of the federal gift tax exclusion amount when providing this authorization.
4. If you wish to authorize gifts beyond the amounts described in section (a), move to section (b) and detail the authority granted to your agent for additional gifts or transfers, indicating any specific instructions you want them to follow.
5. In section (c), if you choose to allow your agent to make gifts to themselves, indicate which agent(s) are authorized and specify any limitations or guidelines related to this authority.
6. In section (d), acknowledge the indemnification of third parties that may arise from your agent's actions under this Major Gifts Rider.
7. Complete sections (e) and (f) by signing and dating the document in the presence of a notary public and witnesses, ensuring that their signatures and information are accurately filled out.
8. Finally, save your changes, download or print the completed form for your records, and share it as necessary with relevant parties.

Complete your Statutory Short Form Power Of Attorney and Major Gifts Rider Authorization online today.