Ohio General Financial Power of Attorney Form

An Ohio general financial power of attorney (or POA) is a form that one should complete and sign to appoint another person as their attorney to deal with financial matters. A printable power of attorney form is a useful document if the principal ( the person delegating powers to an attorney) wants to entrust some operations to someone else while they are unavailable.

It is crucial to mention that a general POA form has nothing to do with a medical POA. The attorney who was designated by a general POA form deals only with financial matters. If you need to appoint an attorney for healthcare, you should sign the medical power of attorney form.

There is also a difference between a general and a durable financial POA form. While the first form is valid when a principal is in good conscience,  the second form is effective even when the principal is incapacitated.

Ohio power of attorney – click to see what other POA documents you can fill out for this state.

ohio general financial poa

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Every general financial POA form should contain specific details. Among them are:

  • The principal’s details
  • The attorney’s (agent’s) details
  • Responsibilities that the principal delegates to the attorney

With a general financial POA, a principal may delegate various matters like dealing with stock and bonds transactions, completing real estate transactions, conducting banking and business operations, and other actions.

Every American state has its regulations regarding the power of attorney forms as a whole and a general financial POA in particular. In the Ohio Revised Code, there is a Chapter that regulates powers of attorney: 1337. Section 1337.25 of this chapter makes it mandatory to notarize the general financial POA form.

Ohio General Power of Attorney Form Details

Document Name Ohio General Power of Attorney Form
Other Name Ohio Financial Power of Attorney
Relevant Laws Ohio Revised Code, Chapter 1337
Where to File? Not necessary to file in most cases (but it may be recorded in the office of the county recorder of the county in which property is situated, or in which business is to be transacted)
Avg. Time to Fill Out 10 minutes
# of Fillable Fields 41
Available Formats Adobe PDF

Filling Out Ohio General Financial POA

It’s not always easy to create a legal document in the United States. If you need to complete an Ohio general financial power of attorney form, use the step-by-step instructions below.

1. Download the POA Template

For the successful completion of a general financial POA form in Ohio, you need the correct template. Our form-building software will help you create and download the relevant file. Note that it is advisable to create several copies of the POA form.

2. Add the Principal’s name

On top of the Ohio general POA form, you will see a blank line left for the name of the principal. Insert their full name.
Step 2 to filling out an ohio general power of attorney - principal

3. Enter the Principal’s Details

Enter the principals’ details including their address and contact details.
Step 3 to filling out an ohio general power of attorney sample - details

4. Appoint an Attorney (Agent)

After adding the principal’s details, you should appoint an attorney. Specify their name, address, and contact details.
Step 4 to filling out an ohio general poa form - agent

5. Delegate Responsibilities

Here, specify the responsibilities you are delegating to the attorney. In Ohio, the list of financial matters that a principal may transfer to an attorney includes:

  • Banking operations
  • Tax transactions
  • Operations related to motor vehicles
  • Real property transactions
  • Ability to Make Gifts
  • Borrowing and Lending

And many other items.

In this section, you have to choose the matters that suit your will. It is also possible to insert items in this list if you have additional responsibilities to delegate.
Step 5 to filling out an ohio financial power of attorney - responsibilities

6. Read the Notice Carefully

Ensure you read the notice about this form carefully and initial whatever you accept.

7. Choose the Effective Date

Below the notice, you will see a section where a principal should choose the effective date of this general POA form. For this document, you have to state both the date when the form becomes effective and when its validity terminates.
Step 7 to filling out an ohio general poa example - effective date

8. Sign the Form

There is a brief text that the principal should read and accept before signing. When everything is clear, the principal must append their signature, enter the current date, and the full name below the signature.
Step 8 to filling out an ohio financial power of attorney form - signature

9. Notarize the POA Form

Keep in mind that in Ohio, every general financial power of attorney form must be notarized. When the principal signs the paper, a notary should acknowledge it.
Step 9 to filling out an ohio general power of attorney sample - notarization

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Published: Jun 11, 2021