Power Of Attorney (Page 2 of 5) in pdf

§633B.301,

(Initial each subject you want to include in the agent’s general

authority. If you wish to grant general authority over all of the

subjects you may initial “All Preceding Subjects” instead of initialing

each subject.)

___ Real Property

___ Tangible Personal Property

___ Stocks and Bonds

___ Commodities and Options

___ Banks and Other Financial Institutions

___ Operation of Entity or Business

___ Insurance and Annuities

___ Estates, Trusts, and Other Beneficial Interests

___ Claims and Litigation

___ Personal and Family Maintenance

___ Benefits from Governmental Programs or Civil or Military

Service

___ Retirement Plans

___ Taxes

___ All Preceding Subjects

GRANT OF SPECIFIC AUTHORITY (OPTIONAL)

My agent shall not do any of the following specific acts for me

unless I have initialed the specific authority listed below:

(Caution: Granting any of the following will give your agent

the authority to take actions that could significantly reduce your

property or change how your property is distributed at your death.

Initial only the specific authority you WANT to give your agent.)

___ Amend, revoke, or terminate a revocable inter vivos trust, if

authorized by the trust.

___ Agree to the amendment or termination of any other inter

vivos trust.

___ Make a gift to an individual who is not an agent, subject to

the limitations of the Iowa Uniform Power of Attorney Act, Iowa

Code

section

633B.217, and any special instructions in this power

of attorney.

Make gifts, either direct or indirect, to my agent acting under

this power of attorney as follows:

___

Any

such

gift

must

approved

writing

________________; or

___ No third-party approval is needed.

___ Authorize another person to exercise the authority granted

under this power of attorney.

___ Waive the principal’s right to be a beneficiary of a joint and

survivor annuity, including a survivor benefit under a retirement

plan.

___ Exercise fiduciary powers that the principal has authority to

delegate.

___ Disclaim or refuse an interest in property, including a power

of appointment.

LIMITATION ON AGENT’S AUTHORITY

An agent that is not my ancestor, spouse, or descendant shall not

use my property to benefit the agent or a person to whom the agent

owes an obligation of support unless I have included that authority

in the optional Special Instructions.

Thu May 19 10:21:01 2016

Iowa Code 2016, Section 633B.301 (6, 1)

Power Of Attorney Page 2

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