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General Power of Attorney Form

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General Power of Attorney

Investor Services Account No.

This General Power of Attorney is made this day of , by

For the above noted Investor Services account

1. Appointment of Attorney(s). I appoint

OR

to be my lawful Attorney(s) on my behalf, in my name, for my benefit and from time to time, to carry out each and every securities-related transaction that I can carry out with CIBC Investor Service Inc. ("CIBC Investor Services").

2. Attorney Information

Are you, your spouse, any person(s) living in the same home, trading authority, or anyone who exercises influence on this account an Investment Industry Professional? Yes No

Are you an insider of a publicly traded company? Yes No

If Yes, list below

Do you alone or as part of a group hold more than 20% or a control block of a publicly traded company? Yes No

If Yes, list below

Identity Verification – CIBC's acceptable ID: Valid Passport, Valid Driver's License, Birth Certificate or Canadian Citizenship Card

Primary Financial Institution

2. Attorney Information

Are you, your spouse, any person(s) living in the same home, trading authority, or anyone who exercises influence on this account an Investment Industry Professional? Yes No

Are you an insider of a publicly traded company? Yes No

If Yes, list below

Do you alone or as part of a group hold more than 20% or a control block of a publicly traded company? Yes No

If Yes, list below

Identity Verification – CIBC's acceptable ID: Valid Passport, Valid Driver's License, Birth Certificate or Canadian Citizenship Card

Primary Financial Institution

Confirmation of Acts of Attorney(s)

I hereby ratify and confirm all acts of my Attorney(s) in connection with this Power of Attorney will indemnify and hold CIBC Investor Services harmless against related losses, liabilities or expenses.

Signature of Account Holder

Signature of Witness

Print Name of Witness

Address of Witness

Signature of Witness

Print Name of Witness

Address of Witness

Attorney Acknowledgement and Indemnity

The undersigned Attorney(s) acknowledge the appointment and agree to the terms and conditions applicable to the Customer's accounts and dealings with CIBC Investor Services.

I have signed this Power of Attorney on Date

Signature of Attorney

Date

Signature of Attorney

Date

For Customer or Attorneys resident in British Columbia only:

In British Columbia, there must be two witnesses to the Attorney(s) signature(s) or one witness if the witness is a practising member of the Law Society of British Columbia or a member of the Society of Notaries Public of British Columbia.

Signature of Witness

Print Name of Witness

Address of Witness

Signature of Witness

Print Name of Witness

Address of Witness

CIBC Use Only

Financial Institution Reference Check (Attorney 1)

Financial Institution Reference Check (Attorney 2)

IIROC-Registered Advisors Only:

I confirm that I have completed a suitability review on the account associated with this request.

Directions for Filling Out General Power of Attorney

This form gives your Attorney unlimited and unrestricted authority over the property and funds in your account and the right to carry out every securities-related transaction that you can, including selling all securities in your portfolio.

Notes:

1. Power to Borrow.

2. Attorney must act for your benefit.

3. Substitute Attorney(s).

4. Mental infirmity or legal incapacity.

5. Consent.

General Comments:

A. Recovery of Expenses. Your Attorney can recover any out-of-pocket expenses of acting as your Attorney.

B. Completing the form. The correct names and addresses of the Customer, Witness(es) and the Attorney must be inserted where indicated.

C. Witnesses. For additional details please refer to the applicable provincial or territorial witness requirements.

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What the General Power of Attorney Form Is and Who It Covers

A General Power of Attorney Form is a legal document in which a principal appoints an agent (also called an attorney-in-fact) to act on the principal’s behalf for broadly defined financial, business, and legal matters. It can be durable or non-durable; a durable form remains effective if the principal becomes incapacitated, while a non-durable form ends upon incapacity. The form typically identifies the parties, lists the powers granted, specifies an effective date and duration, and includes signature, witness, and notarization blocks that many states require for full legal effect.

Why a General Power of Attorney Form Matters

A properly executed General Power of Attorney ensures continuity of financial and administrative affairs when the principal is unavailable or incapacitated, reducing delays and transactional friction.

Why a General Power of Attorney Form Matters

Who Typically Uses a General Power of Attorney

Common users include individuals planning extended travel, people with declining capacity, and business owners who need delegated authority.

  • Individuals planning extended absence who need someone to manage bills, accounts, and contracts while they are away.
  • Older adults or people with progressive health conditions delegating financial and administrative tasks to a trusted agent.
  • Small business owners delegating day-to-day operational authority for banking, contracts, or payroll during vacations or transitions.

Choose the form when you need broad or time-limited delegation of non-medical authority; consult counsel for high-value or complex delegations.

Step-by-Step: Completing a General Power of Attorney

A clear sequence avoids errors: collect information, complete the form, authenticate signatures, and distribute copies.

  • 01
    Gather Information: Collect full legal names, IDs, and contact details for principal and agent.
  • 02
    Complete Form: Fill every required field, using MM/DD/YYYY for dates and full addresses.
  • 03
    Sign and Notarize: Execute with required witnesses and notary, or use permitted RON procedures.
  • 04
    Distribute Copies: Share signed copies with banks, brokers, and relevant service providers.

Typical Execution and Acceptance Workflow

Understand the common flow so institutions recognize the agent's authority without unnecessary delays.

  • Prepare Document: Create the form with clear powers and effective date.
  • Authenticate Signatures: Sign before a notary or complete a state-permitted RON session.
  • Agent Acceptance: Agent acknowledges appointment and presents identification to institutions.
  • Institution Review: Banks and third parties verify notarization, witness statements, and authority scope.

Configuring an Electronic Workflow for a General Power of Attorney

Set up digital fields and authentication to match legal and institutional requirements.

Field Configuration
Authentication Method Email plus optional SMS code for signer verification
Notarization Option Allow RON session or request in-person notarization
Template Name Use a labeled General Power of Attorney template
Routing Order Principal signs first, then witnesses/notary, then agent acknowledgment

Technical and Integration Considerations for Digital Completion

Confirm file formats, signer authentication, and integrations before sending the form for signature.

  • File Formats: Use PDF or DOCX for broad compatibility
  • Integrations: Connect to CRM or cloud storage as needed
  • Authentication: Support email, SMS, or advanced signer verification

Choose a platform that supports PDF/DOCX, audit trails, RON where permitted, and integrations with systems such as Salesforce, NetSuite, Microsoft 365, Google Workspace, and cloud storage providers.

Essential Information and Security Elements to Include

Principal Name: Full legal name as on ID
Agent Name: Full legal name and contact
Scope of Authority: Clear list of powers granted
Effective Date: MM/DD/YYYY format
Notary Block: State-specific acknowledgement text
Audit Trail: Timestamp, IP, and signer details

Common Risks and Consequences of an Incorrect Form

Invalid Authority: Bank refusal to honor signatures
Financial Loss: Unauthorized withdrawals or transfers
Legal Challenges: Court disputes over agent powers
Tax Exposure: Incorrect filings or missing returns
HIPAA Violations: Unauthorized access to medical records
Execution Failure: Missing notary or witness signatures

Avoidable Errors When Preparing a General Power of Attorney

  • Failing to specify durable language leads to termination upon incapacity and possible court intervention for guardianship.
  • Using initials or partial names in signature blocks causes banks and title companies to reject the document.
  • Granting overly broad authority without limits can expose the principal to financial misuse and complicate revocation.
  • Not confirming state-specific witness or notary requirements delays acceptance and may require re-execution.

Real-World Examples of How Organizations Use Similar Delegation Forms

These short examples show practical uses of broadly delegated authority in business and property contexts.

Optica Ventures LLC (Brian Fitzgibbons)

A privately held company appointed an agent to manage financial closings during a founder’s sabbatical.

  • The agent completed banking and contract signings to maintain operations.
  • "The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers."

Martin Properties (Tim Martin)

A real estate owner granted general authority to close routine property sales and manage escrow tasks.

  • The agent coordinated closings and disbursements.
  • "I can process and execute all of these documents online with 100% compliance and built-in security. Whether on mobile or working offline, I can get forms back to their necessary parties efficiently."

Core Sections Found in a Professional General Power of Attorney Form

A complete form balances clear authority with practical safeguards to make the grant enforceable and acceptable to institutions.

Durability Clause

Specifies whether authority survives principal incapacity; critical for long-term delegation and medical contingency planning.

Scope of Powers

Lists specific powers such as banking, real estate, tax matters, and legal representation to avoid ambiguity.

Successor Agents

Names alternate agents in priority order to ensure uninterrupted representation if the primary agent cannot serve.

Effective Date

States when authority begins, whether immediately, upon incapacity, or on a designated future date.

Revocation Terms

Explains how the principal may revoke authority and how agents must return or account for records.

Authentication Block

Includes signature, witness, and notary sections sized and worded to meet typical institutional acceptance.

Practical Tips for Accurate and Efficient Completion

Follow these best practices to reduce rejection risk and make the agent's acceptance by institutions smoother.

Use Full Legal Names
Enter full legal names and current addresses for principal and agent; avoid nicknames and initials to prevent identity mismatches.
Match ID Documents
Ensure names and dates match government-issued IDs the principal and agent will present to banks or registries.
Specify Powers Clearly
List powers with concrete examples (for example, 'sign checks, manage brokerage accounts, sell property') to avoid institutional pushback.
Keep an Execution Checklist
Verify witness count and notary language, collect IDs, and distribute certified copies to affected institutions.

Timing and Deadlines to Keep in Mind

General Power of Attorney forms do not typically have fixed government filing deadlines, but timing rules and recording windows matter for certain uses.

Effective Date Entry:

Enter as MM/DD/YYYY; effective timing affects agent authority

Notarization Timing:

Execute in presence of notary or complete permitted RON session before use

Recordation for Real Estate:

Record as required by county recorder when used to convey title

Provide to Institutions:

Share certified copies with banks and brokers before relying on authority

Revocation Notice:

Deliver written revocation promptly to institutions to terminate agent authority

Key Milestones from Drafting to Recordation

A sequential milestone view helps track completion, authentication, distribution, and any recording steps.

01

Drafting and Review

Prepare the form, define powers, and consult counsel for complex delegations

02

Execution and Notary

Sign before witnesses and a notary or complete a state-permitted RON session

03

Distribute Certified Copies

Provide original or certified copies to banks, brokers, and recorders as needed

04

Recordation (If Required)

Record at county level for real estate or transactions that require public filing

Comparing eSignature Pricing for Completing a General Power of Attorney

Cost and features vary across providers; the table summarizes starting prices and a few capability differences relevant to executing legal forms.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial Yes, 7-day trial, no card Varies by plan Varies by plan Varies by plan Varies by plan
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No

Frequently Asked Questions About the General Power of Attorney Form

Answers to common questions about validity, notarization, revocation, and whether electronic execution is acceptable.


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