Fillable Alabama Power Of Attorney Form (Page 3 of 6) in pdf

Alabama Power Of Attorney Form Page 3

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Section 26-1A-301

GRANT OF SPECIFIC AUTHORITY (OPTIONAL)

My agent MAY 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 the specific authority you

WANT to give your agent.)

_____Create, amend, revoke, or terminate an inter vivos trust, by trust or applicable law

_____Make a gift to which exceeds the monetary limitations of Section 26-1A-217 of the Alabama Uniform Power of

Attorney Act, but subject to any special instructions in this power of attorney

_____Create or change rights of survivorship

_____Create or change a beneficiary designation

_____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

LIMITATIONS ON AGENT'S AUTHORITY

An agent that is not my ancestor, spouse, or descendant MAY 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 Special Instructions.

Limitation of Power. Except for any special instructions given herein to the agent to make gifts, the following shall

apply:

(a) Any power or authority granted to my Agent herein shall be limited so as to prevent this Power of Attorney from

causing any Agent to be taxed on my income or from causing my assets to be subject to a "general power of

appointment" by my Agent as defined in 26 U.S.C. §2041 and 26 U.S.C. §2514 of the Internal Revenue Code of 1986,

as amended.

(b) My Agent shall have no power or authority whatsoever with respect to any policy of insurance owned by me on the

life of my Agent, or any trust created by my Agent as to which I am a trustee.

SPECIAL INSTRUCTIONS (OPTIONAL)

You may give special instructions on the following lines. For your protection, if there are no special instructions write

NONE in this section.

_________________

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Alabama Power Of Attorney Form Page 3

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