Category Archives: Durable Power of Attorney Form

Durable power of attorney. A form used to appoint someone to manage your financial affairs when you can’t.

Health Debate Isn’t About Health

In an effort to help DieSmart visitors become more educated about the significance of the proposed health care reform legislation, DieSmart will aggregate and post articles from a variety of sources for your review.

Health Debate Isn’t About Health – WSJ.com.

Vicki Iovine: Girlfriends’ Guide To Parenting Your Parents: They Are So Hard To Discipline

Vicki Iovine: Girlfriends’ Guide To Parenting Your Parents: They Are So Hard To Discipline.

I only have one parent left out of two biologicals and two in-laws and I cherish her, honestly, I do. But after this week, I’m dangerously close to taking up smoking…..

What is a Medallion Signature on a Power of Attorney?

Brokerage accounts have special rules for your attorney-in-fact. If your attorney-in-fact needs to buy or sell stocks held in physical form or held in a brokerage account, your attorney-in-fact will need to add a medallion signature “guarantee” to your power of attorney form.

The Medallion Signature is a stamp provided by a financial institution guaranteeing to a transfer agent that the signature of your attorney-in-fact signature is actually his or her signature.  Requests to buy or sell stocks are reviewed by someone referred to as a Transfer Agent.  The Transfer Agent cannot authorize transactions requested by your attorney-in-fact without the Medallion Signature guarantee evident on the power of attorney form.

Your attorney-in-fact may need to locate a bank participating in the Medallion Signature program.  The bank should be one the attorney-in-fact does business with that is willing to guarantee their signature. The bank will place the medallion stamp on the power of attorney form.