Welcome to the Power of Attorney Management System
A power of attorney (POA) is not something most people think about while they're working. If and when you need one, however, you'll want your agent to be able to make decisions on your behalf to protect your interests and/or finances, without unnecessary delay. Just because you have a POA doesn't mean your agent will be recognized by your employer to make benefits decisions for you - the POA must specifically be approved for your employee benefits.
Keep in mind that a POA can be an extremely powerful document, and you should carefully consider what authority you want to give your agent. If you are considering obtaining a POA, you should consult with a qualified attorney to advise you on how to strike the right balance between protecting your assets while planning for the future. To be approved, a POA must:
- Be properly signed
- Clearly identify what your agent can do on your behalf, and which employer plans he or she can act upon; and
- Meet the specific requirements of the state you live in.
If you already have a POA document, submitting your POA as early as possible ensures your agent will have access to your employee benefits when needed. Submit your POA directly to the POA review team by faxing, mailing or uploading it to The POA Review Team.
Be sure to include the following information with your submission:
- The name of your employer
- Participant / Principal's Name (first and last)
- Participant / Principal's last four digits of SSN
- Agent Name
- Agent Address
You'll receive written notice of the results of your review within two weeks.
You can get more information about POAs as they relate to your employee benefits by calling the customer service center.