North Carolina General Financial Power of Attorney Form

The North Carolina general financial power of attorney form is a document that will allow a  Principal to grant authority to an Agent who shall serve on their behalf to care for their financial accounts and property while they are living and able and in the event they become incapacitated. It’s important for the Principal to understand that this document will not remove the Principal’s right to act on their own behalf for as long as they wish as long as they are of sound mind, regardless of whether or not they have an Agent to assist them.

It’s the Agent’s responsibility to act responsibly, on behalf of the Principal whether stated or not in writing. This document will provide instructions to the Agent that they shall be presented with and they must, by law, follow these instructions. At no time will the Agent have any right to make health care decisions on behalf of the Principal.

It’s highly recommended that the Principal take the time to read and review the entire document. If any of the document is unclear, they should consider a reasonable consultation with a knowledgeable attorney to prepare and educate them in understanding their rights.

This document must be signed before a notary public. This document may be revoked, any time, at the discretion of the Principal and must be done, in writing, and by proper delivery/service to the Agent(s).

How to Write

Step 1 – General Powers –The Principal must read the entire beginning section prior to completion of this document, as follows:

  • Notice
  • Incapacitation
  • Revocation
  • Witness and Notary

Step 2 –The Parties – Enter:

  • The name of the Principal
  • The Principal’s Address
  • City
  • State
  • AND
  • The Name of the appointed Agent
  • Agent’s Street Address
  • City
  • State
  • Enter the State of execution and use
  • AND

Should the initial agent find that they are unable or unwilling to properly act on behalf of the Principal, the Principal may choose to name a second Agent to act together or separately (according to the selection of the Principal) on behalf of the Principal –

  • Enter the Name of Second Agent (optional)
  • Enter the Address
  • City
  • State
  • Enter the State of execution and use

Step 3 – Additional Titles-

  • The Principal must review the additional titles before proceeding

Step 3 – Signatures – Must be provided only before a Notary Public:

  • Submit the Principal’s Signature (print)
  • Date the Principal’s the signature in dd/mm format
  • AND
  • Enter the Agent’s Printed Name
  • Enter the Agent’s Signature
  • Submit the date of the signature in mm/dd/yyyy format
  • AND
  • The Successor Agent’s Printed Name
  • Enter the Successor’s Signature
  • Date the signature in mm/dd/yyyy format

Step 4 – Notarization –

Once the Notary has witness all signatures, they will then enter all of the state requirements to acknowledge the document, also, affixing the official state notary seal

Step 5 – Acknowledgement and Acceptance of Agents – The Agent’s must read the acknowledgement statements – Submit:

  • Print the name of the Agent(s)
  • Enter Agent(s) signatures(s)
  • Dated signatures in mm/dd/yyyy format
  • AND

Witnesses must read the Witness Attestation and enter the following:

  • Print the names of the Witnesses
  • Submit the Signatures of the Witnesses