Get A Durable Power Of Attorney Is An Important Legal Document

A durable power of attorney is a critical legal document that allows you to authorize another person to act on your behalf regarding specific financial matters. Filling out this document online can streamline the process, making it easier to ensure all necessary information is included.

Follow the steps to successfully complete your durable power of attorney form online.

1. Click 'Get Form' button to obtain the form and access it in your preferred digital format.
2. Begin by providing your personal information in the Customer Information section, including your name, social security number, and daytime phone number.
3. Identify the Fidelity managed 529 Plan account numbers to which you wish to add power of attorney, ensuring all information is accurate.
4. In section one, indicate the full legal name and address of the Attorney-in-Fact (the individual you are granting authority to), and ensure their signature is noted for future notarization.
5. Specify the powers you wish to grant the Attorney-in-Fact in section one. You can confer general powers or specific powers by initialing in section 1b.
6. Have the Attorney-in-Fact complete their section, including their signature, which must also be notarized.
7. After ensuring all sections are complete, sign and date the document in the designated area. Remember that your signature must also be notarized.
8. Return the completed form to Fidelity Investments at the provided address. It's recommended to keep a copy for your records.
9. Upon completion and submission, your power of attorney will be effective as specified. You may wish to consult with an attorney if you have questions or need clarification on any parts of the document.

Start filling out your durable power of attorney document online today to ensure your financial decisions are in capable hands.