POA WORK TYPE

Grants only limited powers or for a specific transaction

• Non-Durable

• Limited

• Springing

• Durable

Does not continue after the Principal becomes mentally incapacitated, disabled, or otherwise unable to manage his/her affairs.

• Non-Durable

• General

• Springing

• Durable

Will take effect upon occurrence of the specific event outlined in the document and the AIF/agent provides documentation required.

• Durable

• Non-Durable

• General

• Springing

Not affected by any incapacity of principal unless stated that it is terminated by the incapacity of the principal.

• Springing

• Durable

• Non-Durable

• General

Grants broad authority to an AIF/Agent for business of the Principal.

• Limited

• Springing

• Durable

• General

If any of the requirements are not met for POA work type, the request will not be approved. What status will be used to send the item to Quality?

• Processed

• Reject

• Fixed

• Passed

If there is no language following to indicate they may act separately, then they must act _____________.

• together

• separate

All states require an express grant of beneficiary in the POA document.

• TRUE

• FALSE

If we do not have an affidavit from each AIF, then no AIF may act or request information.

• AIFs act separately.

• AIFs act jointly.

If Affidavit is less than three (3) years old, [skip to denial steps] requesting completion of new Affidavit.

• True

• False