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I. How We Work in Washington. Based on your preferences, we provide you with information about one or more of our contracted senior living providers ("Participating Communities") and provide your Senior Living Care Information to Participating Communities. The Participating Communities may contact you directly regarding their services. APFM does not endorse or recommend any provider. It is your sole responsibility to select the appropriate care for yourself or your loved one. We work with both you and the Participating Communities in your search. We do not permit our Advisors to have an ownership interest in Participating Communities.
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V. Complaints. Please contact our Family Feedback Line at (866) 584-7340 or ConsumerFeedback@aplaceformom.com to report any complaint. Consumers have many avenues to address a dispute with any referral service company, including the right to file a complaint with the Attorney General's office at: Consumer Protection Division, 800 5th Avenue, Ste. 2000, Seattle, 98104 or 800-551-4636.
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You take in your POA papers with you. To the bank and to the electric company and anywhere else where you are taking on the bill paying. You can easily get a letter from your attorney, but many entities will insist on the original document itself as all POAs vary. They will make their own copy. If they are out of town you can send full copies. I know, I know. I still remember the postage costs and the copying and the mailings. It took a year to get it all set up, but once set up it is done. I sure do wish you the best.
I'm assuming OP is the person wanting to grant someone POA.
Power of attorney is not a letter -- it's a legal document. It must be notarized when you sign it if you're the person giving POA to someone else. The person who'll act as POA doesn't need to sign anything, but make sure this isn't a surprise to them and that they're willing to take on the responsibility and most important, UNDERSTAND what that responsibility is.
Just Google "sample of power of attorney" to find downloadable samples. Know what kind of POA you're granting -- financial/durable or medical -- because they're different.
If you're the one trying to get POA for your mom's affairs, then you should consult a trust and estate attorney. She cannot grant POA if she isn't competent to do so, and the attorney needs to make that determination.
Any entity that requires you to submit your POA will tell you what they need you to send/provide. For examples, my mom’s utility company let me scan and email the POA to them so that I could gain online access to her account to pay her water bill. Mom’s bank required me to bring Mom to the bank in person to grant me POA using the bank’s own POA form. (That was a pain—the bank would not accept the POA prepared by Mom’s attorney when Mom was still competent. I told the bank employee that Mom had been diagnosed with AD, but she said Mom still had to come in to the bank and sign their specific forms. Fortunately the bank employee also decided that Mom was still competent to make me POA, so it worked out.) Mom’s investment advisor wanted a paper copy of my POA. When I sold Mom’s car, the DMV required that I furnish a copy of the POA along with the signed title so that the car title could be changed to the new owner’s name. So each entity specified what they needed and how to submit the paperwork.
I took my original copy with me to the banks, Drs and Hospitals, they took copies or scanned into their system. If I needed to do business by phone I emailed a copy. Because they use 8x14 paper, I had it shrunk to 8x11 so it could be copied, faxed or emailed and easier for mailing. I was told that the only pages needed are the ones saying I was assigned and signed by the principle, witness/s and notary. If mailed I did pretty much what lea suggested same with faxing or email.
To Whom it May Concern, Enclosed, please find a copy of the signed (Financial/Medical) Power of Attorney document appointing me power of attorney for _____________ dated ____________. Please keep this document on file for your records. Thank you. Sincerely, _____________ Address Phone
Places that need proof of PoA would be medical practices, banks, asset managers, loan/mortgage companies, etc.
A legally executed PoA is a document that is specific to the state of residence of the person assigning the PoA (in your case seems to be your Mother); it should have been signed and notarized in the presence of either the attorney and/or witnesses. The assignee and the assigned PoA(s) should have each gotten an originally signed/notarized copy and be in possession of it. You keep it and submit it when requested by appropriate institutiions/persons. Make sure to get the originals back.
Small point, photocopies need to be certified as true copies, and you can have as many as you want. 'Originally signed' means that each document is a separate POA, not a good idea. In some places the original POA needs to be witnessed by a notary or some other designated person, in others (like where I am) it just needs to be witnessed. You should check your local rules.
Just for interest, when I was an (inadequately paid) articled law clerk, one of my jobs was to walk the original POA around our smallish town to be 'noted' by each business who needed to know. They made photocopies themselves.
A letter means nothing unless it is a lawyer letter. And even then any entity wants the entire POA document. You simply take your POA papers wherever you go. If you wish you can get an attorney to make a testamentary letter saying that you are the POA for ______________. But the truth is that most entities (banks and etc) are going to want the entire POA document and will want to make a copy of it. So this is an in person thing where you can make appointment with bank manager, and etc. Can be done by phone and document transfer of course (which is more difficult.) You must be certain that if you were assigned POA under given circumstances (say incapacity and so on) that you have the required letters from doctors, any court documents required that register you as POA. You need to fully understand your duties. You are, if you are doing this, responsible for a paper trail documentation of every penny in and every penny out of an account. You need to know how to sign checks (with their name followed by your own name and the words POA. Your Elder Law Attorney and an hour or two of his or her time to get the education you need in this wise, to get your questions answered, is paid for by the person who assigned you as their POA. I wish you the best. This is one BIG JOB. Especially in the first year. Keep a detailed daily diary.
I had a lawyer from a geriatric psychiatrist stating that LO was unable to manage her own affairs and asking that I be given the help of whatever agency I was dealing with on her behalf.
It worked like a Charm, EVEN with the Social Security Administration.
Daughter156, sorry I am not clear about your question. If you have Power of Attorney, you should already have such a document. Curious why you need an example of a POA document.
Or are you asking about a cover letter to use when sending a copy of a Power of Attorney? If yes, you can just write a standard letter saying "enclosed is a copy of the Power of Attorney for _______".
By proceeding, I agree that I understand the following disclosures:
I. How We Work in Washington.
Based on your preferences, we provide you with information about one or more of our contracted senior living providers ("Participating Communities") and provide your Senior Living Care Information to Participating Communities. The Participating Communities may contact you directly regarding their services.
APFM does not endorse or recommend any provider. It is your sole responsibility to select the appropriate care for yourself or your loved one. We work with both you and the Participating Communities in your search. We do not permit our Advisors to have an ownership interest in Participating Communities.
II. How We Are Paid.
We do not charge you any fee – we are paid by the Participating Communities. Some Participating Communities pay us a percentage of the first month's standard rate for the rent and care services you select. We invoice these fees after the senior moves in.
III. When We Tour.
APFM tours certain Participating Communities in Washington (typically more in metropolitan areas than in rural areas.) During the 12 month period prior to December 31, 2017, we toured 86.2% of Participating Communities with capacity for 20 or more residents.
IV. No Obligation or Commitment.
You have no obligation to use or to continue to use our services. Because you pay no fee to us, you will never need to ask for a refund.
V. Complaints.
Please contact our Family Feedback Line at (866) 584-7340 or ConsumerFeedback@aplaceformom.com to report any complaint. Consumers have many avenues to address a dispute with any referral service company, including the right to file a complaint with the Attorney General's office at: Consumer Protection Division, 800 5th Avenue, Ste. 2000, Seattle, 98104 or 800-551-4636.
VI. No Waiver of Your Rights.
APFM does not (and may not) require or even ask consumers seeking senior housing or care services in Washington State to sign waivers of liability for losses of personal property or injury or to sign waivers of any rights established under law.
I agree that:
A.
I authorize A Place For Mom ("APFM") to collect certain personal and contact detail information, as well as relevant health care information about me or from me about the senior family member or relative I am assisting ("Senior Living Care Information").
B.
APFM may provide information to me electronically. My electronic signature on agreements and documents has the same effect as if I signed them in ink.
C.
APFM may send all communications to me electronically via e-mail or by access to an APFM web site.
D.
If I want a paper copy, I can print a copy of the Disclosures or download the Disclosures for my records.
E.
This E-Sign Acknowledgement and Authorization applies to these Disclosures and all future Disclosures related to APFM's services, unless I revoke my authorization. You may revoke this authorization in writing at any time (except where we have already disclosed information before receiving your revocation.) This authorization will expire after one year.
F.
You consent to APFM's reaching out to you using a phone system than can auto-dial numbers (we miss rotary phones, too!), but this consent is not required to use our service.
Power of attorney is not a letter -- it's a legal document. It must be notarized when you sign it if you're the person giving POA to someone else. The person who'll act as POA doesn't need to sign anything, but make sure this isn't a surprise to them and that they're willing to take on the responsibility and most important, UNDERSTAND what that responsibility is.
Just Google "sample of power of attorney" to find downloadable samples. Know what kind of POA you're granting -- financial/durable or medical -- because they're different.
If you're the one trying to get POA for your mom's affairs, then you should consult a trust and estate attorney. She cannot grant POA if she isn't competent to do so, and the attorney needs to make that determination.
Enclosed, please find a copy of the signed (Financial/Medical) Power of Attorney document appointing me power of attorney for _____________ dated ____________. Please keep this document on file for your records.
Thank you.
Sincerely,
_____________
Address
Phone
A legally executed PoA is a document that is specific to the state of residence of the person assigning the PoA (in your case seems to be your Mother); it should have been signed and notarized in the presence of either the attorney and/or witnesses. The assignee and the assigned PoA(s) should have each gotten an originally signed/notarized copy and be in possession of it. You keep it and submit it when requested by appropriate institutiions/persons. Make sure to get the originals back.
Just for interest, when I was an (inadequately paid) articled law clerk, one of my jobs was to walk the original POA around our smallish town to be 'noted' by each business who needed to know. They made photocopies themselves.
You must be certain that if you were assigned POA under given circumstances (say incapacity and so on) that you have the required letters from doctors, any court documents required that register you as POA.
You need to fully understand your duties. You are, if you are doing this, responsible for a paper trail documentation of every penny in and every penny out of an account. You need to know how to sign checks (with their name followed by your own name and the words POA.
Your Elder Law Attorney and an hour or two of his or her time to get the education you need in this wise, to get your questions answered, is paid for by the person who assigned you as their POA.
I wish you the best. This is one BIG JOB. Especially in the first year. Keep a detailed daily diary.
It worked like a Charm, EVEN with the Social Security Administration.
Or are you asking about a cover letter to use when sending a copy of a Power of Attorney? If yes, you can just write a standard letter saying "enclosed is a copy of the Power of Attorney for _______".