Delegate financial decisions
Choose someone you trust to make financial decisions for you or loved ones.
Request a power of attorney, conservatorship or guardianship
Submit a request to authorize someone you trust to manage finances for you or your loved one.
Authority You Can Request
What to Expect
Submit a request
Tell us about you, your authorized agent and upload required documents.
Review request
We'll determine eligibility for your request within 7 business days of receiving your inquiry.
Get a decision by mail
Please allow standard mailing time to receive your outcome letter.
More on the Request Process
How can I confirm that the documents I submitted have been received?
Upon submission you will see a confirmation message stating your request has been received.
