Form 27 - Durable Power Of Attorney Form And Indemnity
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1
2
3PLEASE NOTE THE FOLLOWING
WHEN SUBMITTING PROGRAM FORMS
Use only one of the following methods of delivery:
By Mail:
By Overnight Delivery:
ABA Retirement Funds Program
ABA Retirement Funds Program
P.O. Box 5142
30 Braintree Hill Office Park
Boston, MA 02206-5142
Braintree, MA 02184
By Email:
If you are emailing a form, DO NOT mail the original, or the transaction will be processed twice.
Email only one form at a time unless the forms are related and for the same participant, in the same plan.
Forms received in good order via email by 1 p.m. Eastern time on a business day are considered to be
received on that day. Forms received electronically after 1 p.m. Eastern time will be considered to be received
on the next business day.
Please do not “cc” any other email addresses when sending a form to the Program by email, as this causes the
email to abort.
The email should include a single document as an attachment, which does not require access to an external
portal or link.
There should be no instructions in the body of the email; the form should contain any additional instructions.
FORMS THAT CANNOT BE ACCEPTED VIA EMAIL
If the form is being submitted to claim the assets in a deceased participant’s account, the form and a certified
copy of the death certificate must be mailed or sent by overnight delivery.
If spousal consent is required, and the witness is a notary, the form must be mailed or sent by overnight
delivery so that the notary seal can be confirmed.
Forms submitted in any other manner will be considered to be received “not in good order,” which may cause a delay in
processing the item.
Thank you for your cooperation so that we can best service your plan.
Note: after your email is received by the transaction processing group, you’ll receive an auto reply with a “Task”
confirmation number. If you do not receive an auto reply, please contact us. Plan Administrators should call
800.752.6313. Participants should call 800.348.2272.
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