Free Pennsylvania Durable Power of Attorney Form

A Pennsylvania durable power of attorney is a written document that lets you, as the principal, name an agent to manage your finances and property. It stays in effect even after you become incapacitated, unless you limit it, revoke it, or a court ends your agent's authority, under 20 Pa.C.S. Section 5601.[1]

This form covers financial matters only. If you also want to appoint someone to make medical decisions on your behalf, you need a separate power of attorney built for health care.

See other PA power of attorney templates for the additional types available.

pennsylvania durable financial poa

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Last Updated: September 2026. This guide is reviewed and updated regularly to reflect current Pennsylvania law. If you notice an error or outdated information, please contact us.

So, the DPA form allows you to choose someone you can rely on even if you become unable to manage your own affairs. The document is called durable because it stays valid once you sign it, until you revoke it, your agent's authority ends, or you die.

The DPA form is the easiest and legal way to choose a person you trust to act on your behalf. Your agent may be a relative, a close friend, or a professional agent you hire specifically for this role. It is your choice alone to make.

Pennsylvania Signing Requires and Laws

State law sets out exact rules for signing it under 20 Pa.C.S. Section 5601. It must be dated, notarized before a notary public or other authorized officer, and signed by you or, at your direction, by someone else if you cannot sign yourself. Two witnesses are required only if you sign by mark or if a different person signs for you.[1]

"For a power of attorney executed on or after the effective date of this paragraph, the signature or mark of the principal, or the signature of another individual signing a power of attorney on behalf of and at the direction of the principal, shall be: acknowledged before a notary public or other individual authorized by law to take acknowledgments."

20 Pa.C.S. Section 5601

By completing the form, as a principal, you might delegate several financial matters to your agent(s) or attorney(s), including:

  • Insurance transactions
  • Family and personal maintenance
  • Retirement plan operations
  • Estate transactions

And many other matters that are tied to your properties and money.

Choose your delegated matters carefully. Your agent will carry out every transaction and operation you select, so pick a professional or someone you fully trust.

Pennsylvania law adds a few more formalities and restrictions:

  • It must begin with the notice state law prescribes, printed in capital letters, and you must sign that notice yourself. A few narrow categories are exempt, including commercial-transaction powers, powers coupled with an interest, stock-transfer powers, entity governing documents, and warrants of attorney.[1]
  • The notary public who takes your acknowledgment cannot also be the agent named in the power of attorney.[1]
  • If witnesses are required, a witness cannot be the agent, the person who signed on your behalf at your direction, or the notary public who acknowledges the document.[1]
  • State law governs how your agent formally accepts the appointment and what the agent must sign before acting. Ask an attorney if you have questions about your agent's acceptance requirements.[1]

Once it is signed and notarized, make at least three copies. Give one to your agent, keep one for yourself, and keep one with your other estate planning documents. Some banks and title companies want to review a copy before they will act on it.

Common mistake

Many guides claim every power of attorney needs two witnesses. That is only true if you sign by mark or have someone else sign on your behalf. If you sign it yourself, state law only requires notarization, not witnesses.

Pennsylvania Durable Power of Attorney Form Details

Document NamePennsylvania Durable Power of Attorney Form
Other NamesPennsylvania Financial Durable Power of Attorney, PA DPOA
Relevant LawsPennsylvania Consolidated Statutes, Title 20, Chapter 56
Signing RequirementsNotary Public (witnesses required only if signed by mark or by another person on your behalf)
Avg. Time to Fill Out10 minutes
# of Fillable Fields37
Available FormatsAdobe PDF

Popular Local Durable POA Forms

Durable POA forms allow you to designate a proxy who will be able to take care of your financial affairs even when you end up unable to make decisions yourself. These are the states DPOA forms are used in most frequently.

Does a Pennsylvania Durable Power of Attorney Need to Be Notarized?

Yes. Under 20 Pa.C.S. Section 5601, it must be acknowledged before a notary public or another person authorized by law to take acknowledgments. Notarization is required regardless of whether witnesses are also needed.[1]

The requirement applies to every principal signature or mark. The witness rule is separate and applies only when the principal signs by mark or through someone else.[1]

How Long Does a Pennsylvania Durable Power of Attorney Last?

This form stays in effect even after you become incapacitated, so your agent can keep managing your finances if you are no longer able to make decisions yourself.[1] It ends only when one of the following happens:

  • You expressly limit how long it lasts.
  • You revoke it.
  • A court acting on your behalf ends your agent's authority.
  • You die, except as to an agent who acts in good faith without actual knowledge of your death.[2]

This durability is what makes it different from a standard power of attorney, which works differently. Your incapacity does not revoke or terminate it as to an agent or other person who acts in good faith under it. That protection applies only if the person has no actual knowledge of your incapacity.[2]

If you name your spouse as your agent, that designation is automatically revoked when either of you files an action for divorce, annulment, or legal separation. The one exception is when your power of attorney specifically says the designation should survive that filing.[2]

Steps to Complete the Form

For your information, we have prepared a detailed guide that provides you with all the steps you need to create the DPA form successfully in Pennsylvania. You may check out the instructions below.

1. Download the Pennsylvania DPA Form Template

To start creating the DPA, you will need its template. You may use our form building software to get the form on your device in the simplest way.

2. Read the Notice Carefully

As in many US states, the DPA form in Pennsylvania starts with a notice that contains general information about this document. If you are the principal, read the notice thoroughly to understand the key details and purposes of the form. In case of misunderstanding, contact your lawyer for clarification.

3. Fill in Your Name as Principal

Add your printed name in the space provided at the top. Do not sign yet. You will sign it later, in front of a notary.
Name and signature adding part of Pennsylvania durable power of attorney

4. Add Your Address

On the same page, fill in your full mailing address as the principal.
Address and name adding section of a Pennsylvania durable power of attorney template

5. Assign Your Agent or Attorney-in-Fact

Below your own information, add the full name and address of the agent (or attorney-in-fact) you are appointing.
Agent assignment section of durable power of attorney for Pennsylvania

6. Opt for the Financial Matters

Next, choose which financial matters to delegate. The list of powers, which spans pages 1 and 2, includes:

  • Commodity and option operations
  • Operations related to the business
  • Banking transactions (or any other financial institution operations)
  • Claims and litigation
  • Estate, trust, other beneficiary operations
  • Governmental benefits (like military service perks, Medicare, and others)
  • Tangible property operations
  • Real estate operations
  • Retirement plan operations
  • Personal and family maintenance
  • Taxes
  • Insurance and annuity operations
  • Stock and bond operations

To make it easier for the principal, every point of the list has a brief description. If you want to include any of them in the list of your agent's responsibilities, place your initials on the left-hand side in a relevant blank field. You also may choose all of the matters by placing your initials next to point "N."
Financial matters part of Pennsylvania dpa

7. Leave Special Instructions

Use the special instructions lines, which continue onto page 3, if you want to limit or extend your agent's authority beyond the powers you already initialed.
Special instructions adding section of Pennsylvania durable poa template

8. Choose When the Power of Attorney Takes Effect

On page 3, initial one of the options for when your power of attorney becomes effective. Read the definitions carefully before you initial your choice.

9. Review the Co-Agent Provision, If You Named More Than One Agent

Page 4 explains how co-agents must act if you appointed more than one agent. Read this section even if you named only one agent, so you understand how it would apply if you add a co-agent later.

10. Name a Successor Agent

A successor agent takes over if your first agent becomes unable or unwilling to serve. Page 4 has one line for a successor agent's name and address.
Successor agent designation of Pennsylvania dpa template

11. Sign the DPA Form

Sign and date the form on page 4, then print your name below the signature line.
Signing part of Pennsylvania dpa form

12. Sign Before the Notary

Take the signed form to a notary public. The notary fills in the county, the date, and their name and title, then signs the acknowledgment on page 5 to complete it.
Notary signature part of Pennsylvania dpa template

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Other Pennsylvania Forms
We provide an array of fillable Pennsylvania forms to anybody striving for ease when dealing with various agreements, contracts, and other paperwork.

Download a Free Pennsylvania Durable Power of Attorney Form

You can create it online using our guided builder, or download the fillable PDF and complete it by hand. Either way, you get a document built to follow the requirements in 20 Pa.C.S. Section 5601.[1]

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This page is general information, not legal advice. For advice on your situation, talk to a Pennsylvania attorney.

Sources

Unless noted otherwise, the sources below are from the 20 Pa.C.S..

  1. 20 Pa.C.S. Section 5601.
  2. 20 Pa.C.S. Section 5605.
Published: Apr 13, 2022