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P.O.A

An informative and engaging illustration about Power of Attorney documents and procedures, showcasing legal symbols such as a gavel, documents, and a person with a briefcase, in a professional and educational style.

Power of Attorney Quiz

Test your knowledge on the required documentation and processes related to Power of Attorney (POA). This quiz is designed to enhance your understanding of important legal documents and when to use them.

5 engaging questions
Multiple choice format
Score based on correct answers

5 Questions1 MinutesCreated by HelpingLawyer512

What documents are we required to have when adding a POA?

PIR form

Account opening Form

Reasonableness Checklist

Letter from account holder

Death certificate

Original/ original certified POA document

What document do we require to be able to add an enduring POA?

Drivers licence

Medical certificate

Photo card

Verbal notification

Stat dec

Who do we contact is we suspect Financial Abuse or Red Flags?

Operations Support

Operations Manager

Fraud and security

Contact Center

Staff (BM) should use the 3 P's to investigate any red flags:

Private conversations

Probing questions

Preventative action

Physical action

What information does a certifier need to provide when certifying documents?

The date

Their signature

Their full name

Heir occupation OR capacity (e.g. Justice of the Peace)

Their telephone number

Where relevant, their registration number

Their DL number

Their age

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