Posted on June 6, 2010.
Is it mandatory to include in a proxy, a specimnt signature of the owner? I want a proxy of a member of the family. At the time of the creation of the power a few years ago, nor the lawyer who prepared it, nor the notary who notarized, found it necessary to provide a PowerPoint document on the specimen of my signature
The document was accepted as normal by several large banks and mutual funds. Recently, a mutual fund has rejected the P / A result indicating "Power holders signature is missing from the document" is why I raise this question
Legally, no, it is not necessary.
Many forms have a place POA specimen signature. It is an aid in identifying you. If not used, the other party should be another way to be convinced that you are the person named in the POA.
That said, I will now tell you that I had the same problem. A clerk is accustomed to seeing shapes with specimen signatures and it is not one or (in my case) looks at the form and see a blank space and said: "Oh, look! An empty space, this is not valid. "I had a conversation with a supervisor and pointed out that the specimen signatures are optional, and then everything went through all right. But it was a pain.
The same problem may occur with the successor trustee on the trust deeds of life.
