Financial Power Of Attorney Template

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MASTER FINANCIAL POA SHORT FORM
USE FOR ILLUSTRATION PURPOSES ONLY
FI NANCI AL POWER OF ATTORNEY FOR
(insert full name of Principal)
[Master Financial POA Short Form – Updated 4/14/14]
[Complete, edit or delete all (italics) as applicable]
[Have the Client initial all _____ as applicable]
[Delete or edit any Articles, sentences, or phrases which do not apply]
STATE OF GEORGIA
_(insert County where POA is signed)
COUNTY OF
A R T I C L E 1
- I NT R ODUC T I ON
I, _(insert name of Principal)_ (hereinafter “Principal”), a resident of (insert county of
residence), Georgia, hereby appoint _(insert name of Agent)_ as my true and lawful attorney
(“Agent”) and give such person the power(s) specified below to act in my name, place, and stead in any
way which I, myself, could do if I were personally present with respect to the following matters:
A R T I C L E 2
- POW E R S
2.1
_______ (Initials) Bank and Credit Union Transactions: To make, receive, sign,
endorse, execute, acknowledge, deliver, and possess checks, drafts, bills of exchange, letters of credit,
notes, stock certificates, withdrawal receipts and deposit instruments relating to accounts or deposits in,
or certificates of deposit of banks, savings and loans, credit unions, or other institutions or associations.
2.2
_______ (Initials) Payment Transactions: To pay all sums of money, at any time or
times, that may hereafter be owing by me upon any account, bill or exchange, check, draft, purchase,
contract, note, or trade acceptance made, executed, endorsed, accepted, and delivered by me or for me
in my name, by my Agent.
2.3
_______ (Initials) Safe Deposits: To have free access at any time or times to any safe-
deposit box or vault to which I might have access.
2.4
_______ (Initials) Insurance Transactions: To exercise or perform any act, power,
duty, right, or obligation, in regard to any contract of life, accident, health, disability, liability, or other
type of insurance or any combination of insurance; and to procure new or additional contracts of
insurance for me and to designate the beneficiary of same; provided, however, that my Agent cannot
designate himself or herself as beneficiary of any such insurance contracts.
2.5
_______ (Initials) Tax, Social Security, and Unemployment: To prepare, to make
elections, to execute and to file all tax, social security, unemployment insurance, and informational
returns required by the laws of the United States, or of any state or subdivision thereof, or of any
Active 2374706v1 999981.001707

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