Electronic power of attorney: when you need one and how to prepare

An electronic power of attorney can allow a representative to complete specific actions for you. Its scope and details should be chosen carefully.

Decide whether representation is needed

Start with the procedure you need completed and whether it requires someone to act on your behalf. Do not grant a broader authority than the task requires.

Prepare accurate party details

Review the identity details of the grantor and representative. Errors in names or identifiers can delay issuance or use of the document.

Define the scope clearly

Select only the powers relevant to the intended procedure. Read the final wording before confirmation and retain a copy for your records.

Protect your access

No representative should ask for your passwords or verification codes. Use official authorization methods and keep your account access private.