TAG

#UPOAA

2 articles tagged "UPOAA".

A principal and their agent reviewing a durable financial power of attorney on a laptop with an online notary on screen.

Investments & FinancialApril 22, 202611 min read

Notarizing a Financial Power of Attorney Online

How to get a durable financial power of attorney notarized online — statutory short forms, hot powers, institution acceptance, and why banks reject mismatched POAs.

#Power of Attorney
#Durable POA
#UPOAA
#Statutory Short Form

An agent signing a durable power of attorney form for a retirement account during an online notarization session with an elderly principal on video.

Retirement DocumentsApril 22, 20268 min read

Power of Attorney for Retirement Accounts: What Custodians Accept

Generic state POAs get rejected by IRA custodians every day. Here's what Fidelity, Vanguard, and Schwab actually accept — and why notarization is non-negotiable.

#Power of Attorney
#Durable POA
#IRA
#401(k)