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Power of Attorney Form (POA)

Use this form to certify the validity and effectiveness of the Power of Attorney (POA) that granted you the power to act on behalf of the account owner of the IRA Services accounts listed on this form and to indemnify IRA Services.

You must submit a copy of the documents naming you the Attorney-in-Fact for the account owner, as well as copies of any supporting documents, along with this form.

Each Attorney-in-Fact added to an account must complete and submit a separate form.

PDF Download

Please fill out the form manually by downloading the PDF.

This is an interactive form contains fields that you can select or fill in. Please note that some browsers may not fully support all of the Adobe PDF capabilities. You may need to configure your browser to use the Adobe PDF plug-in.

After you complete the PDF form, you need to deliver the form to us by either email, fax, regular mail or overnight mail.

Email: NewAccounts@IRAServices.com
Fax: (650) 745-2902
Regular Mail: IRA Services
P.O. Box 7080, San Carlos, CA 94070-7080
Overnight Mail: IRA Services
1160 Industrial Road, Unit 1,
San Carlos, CA 94070-4128
Click here to Download Form

 

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