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What other Power of Attorney documentation may be required?

Sometimes the Power of Attorney for Property refers to other documentation to confirm that it is valid and operative. For example, a Power of Attorney for Property document may require a note from a doctor indicating that it is in effect. In this case, the Attorney must provide the Plan with a copy of the doctor’s note as well. If they do not, the Plan may ask them to provide it.

Note that for the purposes of confirming your pension, the Plan does not require a copy of your will or your Power of Attorney for Personal Care.