How do I add or change a power of attorney designation?

Your appointed attorney-in-fact (“Agent”), also referred to as a power of attorney (“POA”), may access the STRATA account and act on behalf of the accountholder, subject to STRATA review and acceptance of the documentation.

Required documents

To submit your request in good order, please provide:

• A fully executed POA document

• If the POA becomes effective due to the accountholder’s incapacity (Durable POA), a signed and dated physician’s letter confirming the diagnosis

To add or remove a POA designation, please complete the Power of Attorney Designation form.