Let’s plan together If you have any questions please call our office at 907-279-8657 during business hours. Client Name * Client's Address * Name of Primary Agent * (Person you're giving powers to) Primary Agent's Address * Primary Agent's Phone Number * Name of Alternate Agent * In case that Agent 1 is indisposed Alternate Agent's Address * Alternate Agent's Phone Number * Name of Alternate Agent 2 (Optional) In case that Agent 1 & 2 are indisposed Alternate 2 Agent's Address Alternate 2 Agent's Phone Number Designation of Powers What the agents can do on your behalf A. Real Estate Transactions B. Transactions involving tangible personal property, chattels, and goods C. Bonds, shares, and commodities transactions D. Banking transactions E. Business operating transactions F. Insurance transactions G. Estate transactions H. Retirement plans I. Claims and litigation J. Personal relationships and affairs K. Benefits from government programs and civil or military service L. Records, reports, and statements M. Voter registration and absentee ballots N. All other matters Effectiveness of this Document When should this Power of Attorney Start? This document will become effective upon the date of my signature. Right Now This document shall become effective upon the date of my incapacity and shall not otherwise be affected by my incapacity When You Need It Grants of Special Authority The agent or agents appointed WILL NOT have the power to do any of the following acts UNLESS you type your initials below each act 1. Create, amend, revoke, or terminate an inter vivos trust 2. Make a gift, subject to the limitation of AS 13.26.655(q) and any special instructions in this power of attorney 3. Create or change a beneficiary designation 4. Revoke a transfer on death deed made under AS 13.48 5. Create or change rights of survivorship 6. Delegate authority granted under the power of attorney 7. Waive the principal’s right to be a beneficiary of a joint and survivor annuity, including a survivor benefit under a retirement plan 8. Exercise fiduciary powers that the principal has the authority to delegate Thank you!
