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Durable Power of Attorney
It may be difficult to think about, but planning ahead to protect your finances and family is vitally important. A durable power of attorney document lets you name someone to make decisions on your behalf if you suffer a health crisis.
What type of account is this?
Eligible Account Types
Retirement
Individual:
  • Rollover IRA
  • Traditional IRA
  • Roth IRA
  • Inherited IRA
  • SEP IRA
  • SIMPLE IRA
Non-Retirement
Individual and joint accounts:
  • Cash Management Account®
  • UTMA/UGMA (Trading authority only)
  • 529 Account — View the 529 program disclosure document for eligibility
Additional account types:
  • Trust Account (Review required for fiduciary to delegate to an agent, and authority may be limited)*
  • Business Accounts (BIA) (Powers of attorney are restricted)*
* Powers of Attorney are never durable.
Ineligible Account Types
  • MGI
  • MGIA
  • RCMA & RCMA II
  • Estate Account
What's the client's state of residence?