Permalink Submitted by Ben Meyer on Mon, 2018-10-08 21:47
If the IRA custodian does require their own POA form they will often accept the form when the agent under the POA completes it and signs it on behalf of the principal. A copy of the POA would then be attached showing that the agent is authorized to perform actions related to retirement plans. This often works with banks.
Permalink Submitted by Alan - IRA critic on Sun, 2018-10-07 21:16
Provide a copy of the POA to the IRA custodian, then hope the custodian does not require their own POA form.
Permalink Submitted by Ben Meyer on Mon, 2018-10-08 21:47
If the IRA custodian does require their own POA form they will often accept the form when the agent under the POA completes it and signs it on behalf of the principal. A copy of the POA would then be attached showing that the agent is authorized to perform actions related to retirement plans. This often works with banks.