Topic: Powers of Attorney
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Access to safe deposit box by an agent under a power of attorney
Q&A: Here’s a question that a Wisconsin credit union recently asked The League’s Legal Affairs team, along with our answer. Do you have a compliance question? Contact The League’s Compliance Hotline […]
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Accepting an older power of attorney form
Q&A: Here’s a question that a Wisconsin credit union recently asked The League’s Legal Affairs team, along with our answer. Do you have a compliance question? Contact The League’s Compliance […]
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CFPB: Managing someone else’s money – Help for agents under a power of attorney (April, 2015)
This guide will help consumers understand what they can and cannot do in their role as an agent. This guide is for family and friends serving as an agent, not […]
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#81018 – Agent’s Certification Validity of Power of Attorney (Rev. 7/23)
Use for: Individual transactions where the credit union relies on a Wisconsin POA for Finances and Property. See ii Release 0168 for details. Revised 7/23.
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#81018 – Agent’s Certification Validity of Power of Attorney (Rev. 7/23)
Use for: Individual transactions where the credit union relies on a Wisconsin POA for Finances and Property. See ii Release 0168 for details. Revised 7/23.
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State Bar of Wisconsin: Durable Powers of Attorney for Finances and Other Property
Scroll down page to Durable Powers of Attorney for Finances and Other Property and click on “free HTML version.”
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CWAG: Warning Signs of Financial Exploitation. (2010)
This is a consumer education document from the Coalition of Wisconsin Aging Groups, a nonprofit organization. It asks “How do you know if an older adult is being financially exploited?” […]
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0168 Powers of Attorney
This release features a checklist of issues to review when first presented with a POA, and another for use every time an agent asks to do transactions. Exhibits: A – […]