Ohio Limited (Special) Power of Attorney Form | |
The Ohio limited (special) power of attorney form is a legal document that someone (a Principal) may use to delegate specific responsibilities to another person (the Agent). Typically, documents of this nature are drafted for the purpose of preparing for overseas travel, whereas the Principal entrusts the Agent with a limited scope of authority so that their affairs may continuously be managed (e.x. collecting debts, opening mail, managing real estate). Whatever the necessity for this document may be, the Principal should nominate an Agent who is trustworthy; the Agent should always act in the Principal’s best interest and do so in good faith.
This document must be witnessed and signed by all parties, before a Notary Public.
How to Write
Step 1 – Titled Sections – The Principal must read the following titles:
- Notice
- Incapacitation
- Revocation
- Witness and Notary
Step 2 – The Parties – Enter:
- The Principal’s name
- The Principal’s address
- City
- State
- AND
- The Agent’s full name
- Agent’s Address
- City
- State
- AND –
The Principal may wish to appoint a Successor Agent, in the event the the initial Agent find they are unwilling or unable to act reasonably, on behalf of the Principal:
- Provide the name of a selected Successor Agent (Optional)
- The Successor’s Address
- City
- State
- Provide the name of the state where the document will be executed
Step 3 – Additional Titled Sections – Review the following:
- Terms and Conditions
- Third Parties
- Compensation
- Disclosure
Step 4 – Signatures – All parties must be personally present before a notary:
- Printed name of the Principal
- Date the Principal’s signature in dd/mm format
- Enter Principal’s Signature
- AND
- Print Agent’s name
- Review the remainder of the information provided
- Enter Agent’s signature
- Date the Agent’s signature in mm/dd/yyyy format
- AND
- Provide the name of a Successor Agent
- Read the remainding information’
- Successor Agent must enter their Signature
Step 5 – Notarization –
As the Notary witnesses all signatures, the notary will provide all of the required notary information and affix the notary’s state seal (if any) in acknowledgement of the document
Step 6 – Acknowledgement and Acceptance of Appointment of Agent(s) –The Agent(s) must first review the acceptance and enter the following information:
- The Agent(s) printed name(s)
- Review all information contained in each section
- Both Agent(s) must enter their signatures
- Date the Agent(s) signatures in mm/dd/yyyy format
Step 7 – Witness Attestation – Witnesses must:
- Each witness must read the witness attestation
- Print the Witnesses Names in the lines provided
- Submit Witnesses signatures