 | Connecticut General Financial Power of Attorney Form |
The Connecticut general financial power of attorney form is a legal document grants the Principal the right to transfer unlimited financial powers to their Attorney In Fact/ Agent, all unlimited financial powers which are financial decision making power legal under law. The Principal’s transfer of financial powers to the Attorney-in-Fact are granted upon authorization of this agreement unless otherwise stated. This document may also be revoked at any time by placing it in writing and providing a copy to the Attorney In Fact. (See CT statutes sections 1-43 and 1-56h to 1-56k, inclusive)
How To Write
Step 1 – Download the form, begin by reading the information on page one, to better educate yourself prior to creating the form.
Step 2 – Principal – Once you’ve read the information on the page one, provide the following information:
- Name of Principal
- Physical Address of Principal
- City
- State
Step 3 – Attorney In Fact/ Agent – Provide the following information regarding who the Principal is appointing as agent:
- Name of Attorney In Fact
- Physical Address of Attorney-in-Fact
- City
- State
- Name the state in which the Attorney In Fact/Agent will perform stated duties
- Principal must provide a detailed description of the specific powers granted to the agent in the line provided (if more room is required, add a sheet with the additional information to be attached form)
Step 4 – Successor Attorney In Fact/Agent (optional) -If the Principal would like to provide a successor attorney in fact/agent in the event the original attorney in fact becomes unable or unwilling to serve, you may do so by providing the following information:
- Name of Successor Attorney-in-Fact
- Physical Address
- City
- State
- Name the state where the successor would serve
- Provide a detailed description of the exact powers you would like to grant your successor attorney in fact if needed in the line provided. (If more room is required, add a sheet with the additional information and attach it to this form.)
Step 5 – Signatures – On page three, the Principal should read the 4 paragraphs provided. Before signing the document, you must either acquire the services of a notary public and/or have at least two witnesses sign the form. It is highly recommended by the state that you and your agents sign before a notary public.
- Once all of the people required to sign the form are in one place with a notary public:
- The Principal will provide their printed name
- Principal will provide the date in dd/mm format for the date the document is being signed
- Principal will read the paragraph and if in agreement, will provide a their signature
- AND
- Signature for Attorney In Fact/Agent – Print the name of the Attorney in Fact/Agent
- Attorney in Fact/Agent must read the paragraph and then provide their signature
- Attorney in Fact/Agent must provide the date in which they are signing the document in mm/dd/yyyy format
- AND
- Signature for Successor Attorney In Fact/Agent – Print the name of the Successor Attorney in Fact/Agent
- Successor Attorney in Fact/Agent must read the paragraph and then provide their signature
- Successor Attorney in Fact/Agent must provide the date in which they are signing the document in mm/dd/yyyy format
Step 6 – Witness Attestations/Signatures –
- Both Witnesses must print the name of each witnesses on the form in the paragraph
- Both Witnesses must read the witness paragraph – if they agree:
- Each witness must provide their signatures at the end of the paragraph
Step 7 – Notarization –
- The notary will complete all of the information required, provide their signature and then affix their state seal
Step 8 – Acknowledgement and Acceptance of Appointment of both Attorney In Fact/Agent and Successor Attorney In Fact –
- There are two paragraphs provided for both the Attorney In Fact and the Successor Attorney In Fact Each must review their respective paragraphs
- Once read, if each one agrees, provide the following information:
- Printed Name of Attorney In Fact
- Signature of Attorney In Fact
- Date of Signature in mm/dd/yyyy format
- Printed Name of Successor Attorney In Fact
- Signature of Successor Attorney In Fact
- Date of signatnature mm/dd/yyyy
Step 9 – Once the document is complete and notarized or witnessed, make copies to give to each signature for their records. Provide the original copy to the Attorney In Fact
