Get Attorney-in-fact Agreement And Affidavit Of Attorney-in-fact For Non-schwab Power Of Attorney

This guide provides users with a clear and supportive approach to completing the Attorney-in-Fact Agreement and Affidavit of Attorney-in-Fact for Non-Schwab Power of Attorney online. Follow the steps outlined below to successfully navigate each section of the form.

Follow the steps to fill out the form correctly and efficiently.

1. Click the ‘Get Form’ button to access the Attorney-in-Fact Agreement form. This will open the document in a fillable editor where you can begin entering the required information.
2. Start by entering your account information. Include the names of all account holders as they appear on your existing Schwab account, along with any titles or suffixes. Select the applicable account types that will be linked to the Non-Schwab Power of Attorney.
3. Next, fill out the Agent section. Provide the legal name of the Agent (also referred to as the Attorney-in-Fact), along with their Social Security or Tax ID number, date of birth, and complete mailing address. Ensure that the mailing address is current and accurate, and include a valid phone number and email address.
4. Complete the Employment Information section by selecting the appropriate employment status, occupation, and providing the name and address of the employer if applicable. Respond to the questions about affiliations with financial institutions as required.
5. Proceed to answer questions regarding investment experience, annual income, and liquid net worth. Make sure to provide truthful information and select the options that best reflect your current financial situation.
6. Review and sign the application. The Agent must sign in both Part I and Part II of the form. Ensure that you date your signature and print your name clearly.
7. In Part II, have your signature notarized. This confirms the authenticity of your signature. Follow your state’s notary requirements to complete this step.
8. Once all sections are completed and signed, you can return the entire form. Save any changes, and be sure to attach a copy of the Non-Schwab Power of Attorney that has already been signed by the account holder. Submit the form as instructed, whether online, via fax, or mail.

Ensure accurate and timely completion of your documents online.