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Checklist/Forms to Help Staff Take POA Documents?

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Question: 
Is there a checklist or procedure and/or forms for my staff to use when they take in POA documents to help simplify the process?
Answer: 

Since many States now have specific requirements and timeframes for a bank to accept or reject a POA, I would suggest sitting down with your legal counsel to develop this checklist.

First published on 08/11/2019

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