Use This Form If:

• Individuals who are traveling abroad may need to grant someone the authority to handle their financial matters while they are away. This ensures that bills are paid and investments are managed without interruption during their absence.
• In situations where a person is undergoing medical treatment and may be incapacitated, they might want to appoint an agent to make healthcare decisions on their behalf. This allows for timely medical decisions that align with the individual's wishes.
• For those selling a property but unable to be present for the closing, a Limited Power of Attorney can empower an agent to sign documents and finalize the sale. This facilitates a smooth transaction without requiring the seller's physical presence.
• Situations requiring temporary management of financial affairs, such as when an individual is recovering from surgery, can benefit from this form. It allows a trusted person to manage finances until the individual is fully recovered and able to resume control.
• When someone needs to delegate specific tasks, like managing a business or handling a real estate transaction, this form provides a flexible solution. The Principal can tailor the powers granted to suit their specific needs.