Get State Farm Power Of Attorney (poa)/trading Authority 2021-2025

Filling out the State Farm Power Of Attorney (POA)/Trading Authority form is a straightforward process that allows you to designate discretionary authority over a securities account. This guide will help you navigate through each section of the form, ensuring that you complete it accurately and efficiently.

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

1. To obtain the form, click the ‘Get Form’ button and open it in your preferred document editor.
2. Begin filling out the POA information section. Provide the first name, middle initial, last name, date of birth in MM/DD/YYYY format, complete address, social security number, city, state, and ZIP code.
3. Next, move to the POA affiliations with State Farm section. Indicate your affiliation by selecting one of the provided options: 'I am not affiliated with State Farm,' 'I am a non-RR State Farm Agent, non-RR Agent’s Staff member or non-RR Employee of State Farm,' or 'I am a RR State Farm Agent, RR Agent’s Staff member or RR Employee of State Farm.' If choosing the third option, provide an alias where indicated.
4. In the additional information section, specify for whom you are the Power of Attorney by entering their name and any relevant account numbers. If you are a Registered Representative, also describe your relationship to the individual.
5. Proceed to complete the signatures section. Both the investor and the Power of Attorney must sign and date the form in the designated areas.
6. After filling out the form, ensure you have a completed Power of Attorney document, then save your changes. You can print or share the form as needed.

Complete your State Farm Power Of Attorney online today for a seamless experience.