Free Investment Power of Attorney Form Template
Investment Power of Attorney Form
Please fill out this form to authorize someone to manage your investment-related matters on your behalf.
Grantor Information
Name
Address
Phone Number
Authorized Representative Information
Name
Address
Phone Number
Relationship to Grantor
Authorization Details
I,
Powers Granted
Check all that apply:
-
Buying, selling, and trading stocks, bonds, or other securities
-
Opening, managing, and closing investment accounts
-
Communicating with financial advisors or brokers
-
Receiving and managing investment proceeds
-
Making investment decisions in accordance with my financial goals
-
Effective Date
Termination Date
This power of attorney will remain in effect until:
By signing below, I confirm that I understand and agree to the terms of this authorization.
Name:
Date:
Name:
Date:
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