California Power of Attorney Forms

California power of attorney forms grant narrow or wide-ranging powers to a representative known as an “agent”. The forms must be completed by a person (known as the “principal”) who is of sound mind. POAs generally come in 2 main types, known as a durable and general. A form is durable if it remains in effect after if the principal were to no longer be able to act for themselves. The principal can select anyone as their agent, although choosing a trusted individual, such as a family member or close friend, is recommended.

Types (9)

 

  1. Durable ($)
  2. General ($)
  3. Limited
  4. Medical
  5. Minor Child
  6. Motor Vehicle
  7. Real Estate
  8. Revocation
  9. Tax

Durable (Financial) Power of Attorney Form – Used for assigning power regarding finances. The “durable” nature of the document means it continues to stay in effect after the principal becomes incapacitated.

Download – Adobe PDFMS Word (.docx)

 


General (Financial) Power of Attorney Form – Unlike the durable POA, the general POA will terminate if the principal were to become incapacitated. Used for granting power over all-encompassing or specific topics relating to finances.

Download – Adobe PDFMS Word (.docx)

 


Limited (Special) Power of Attorney Form – A form that is used for granting power for only specific circumstances. Generally a non-durable form.

Download – Adobe PDFMS Word (.docx)Rich Text (.rtf)

 


Medical Power of Attorney Form – A form compliant with the California Uniform Health Care Decisions Act that is used to grant another party the power to make decisions about the principal’s health and medical matters.

Download – Adobe PDFMS Word (.docx)

 


Minor Child Power of Attorney Form – If parents are not able to make decisions regarding the care of their child due to military active duty, prison, or for other reasons, they use the form to nominate a trustworthy individual to take care of their child (with full parental rights).

Download – Adobe PDFMS Word (.docx)

 


Motor Vehicle Power of Attorney (Form Reg 260) – A legal form provided by the state of California DMV that allows the owner of a vehicle to hand over responsibility to their agent for one or many matters, such as the selling or registering of their car.

Download – Adobe PDF

 


Real Estate (Property) Power of Attorney Form – If a homeowner wants to pass on responsibility for matters concerning their property to another person/entity, the real estate POA allows them to do so. Can also be used for giving an individual permission to purchase a house in their name.

Download – Adobe PDFMS Word (.docx)

 


Revocation of Power of Attorney Form – In California, the principal has the right to revoke a power of attorney form for any reason; this form is used to formally terminate the POA.

Download – Adobe PDFMS Word (.docx)

 


State Tax Filing Power of Attorney (Form FTB 3520) – Tax-paying adults can use the document to elect a qualified professional to view, handle, and file taxes on their behalf.

Download – Adobe PDF

 


Laws & Signing Requirements

  • California Power of Attorney Laws: Division 4.5, §4000 to § 4545 , “Powers of Attorney”
  • State Definition of Power of Attorney (Division 4.5, Ch.1, §4022): “‘Power of Attorney’ means a written instrument, however denominated, that is executed by a natural person having the capacity to contract and that grants authority to an attorney-in-fact. A power of attorney may be durable or nondurable.”
  • Signing Requirements (Division 4.5, Ch.2, § 4121): The document needs to be 1) signed by the principal or by an individual permitted by the principal to sign in their name, and (2), the form needs to be signed in the presence of two (2) witnesses (per Ch.2, § 4122) or acknowledged by a Notary Public.