POA Appointments

How do I appoint a primary POA?

1. Click the “+Add” button in the bottom corner.
2. Click “Appointee” and select the name of the person you would like to appoint from the drop-down menu.
3. For “Condition”, select “None” from the drop-down list.
4. Click “Add” in the bottom corner.

Note: Make sure you add at least one primary POA before you start adding alternates.

How do I appoint an alternate POA?

1. Click the “+Add” button in the bottom corner.
2. Click “Appointee” and select the name of the person you would like to appoint from the drop-down list.
3. For “Condition” select “If all specified cannot act”, “If any specified cannot act”, or “Other” depending on the circumstances in which you would want this alternate to be appointed.
4. Click “Add” in the bottom corner.