Your chosen Attorney-in-Fact ("Agent") or Power of Attorney ("POA") will be able to access your account and act on your behalf.
Documents Required:
To submit the request in good order, you must also provide:
- Fully executed POA document.
- If this POA designation is necessitated by the accountholder’s subsequent incapacity (Durable POA), you must also provide a signed and dated physician's letter noting the diagnosis.
To add or remove a POA designation, please complete the Power of Attorney Designation form.
The fastest and most secure way to submit your request is online. Simply click the link above to open the form—a pop-up will prompt you to enter your email address to begin. You’ll then see upload options for the required documents (as listed above).
If you can’t finish the form in one session, your progress will be saved automatically, and you can return to it anytime using the form link in the "Access Your Digital Documents" email provided when the session is initiated.
For PDF form options, visit PDF Forms for Manual Submission.