Power of Attorney Packet - Submission Requirements

Sep 15, 2026

Uploaded by Marry

Power of attorney packet instructions for agents acting for a principal applying for a personal loan. Outlines required documents: a Power of Attorney Submission Cover Sheet, a notarized Attorney-in-Fact Affidavit, a copy of the power of attorney, and identity documentation when the principal is incapacitated. Specifies additional identity documentation options, including proof of Social Security number and proof of name, address, and date of birth. Provides mailing, email, branch, and fax submission channels and notes state-law guidance and helpline details.

LanguageEnglish

CategoryForms

FormatPDF

Pages3

Reading Time1 min

AccessFree to download

Power of Attorney Packet

Required documents for submission

Additional identity documentation when principal is incapacitated

Submission methods and contact information

Power of Attorney Submission Cover Sheet

Principal information

Capacity information

Agent information

Attorney-in-Fact Affidavit

Power of attorney packet Additional information and documentation is needed when using a power of attorney for a personal loan. Please carefully review and complete the enclosed documents and return the required documentation as outlined below. As the attorney-in-fact (or “Agent”) under a power of attorney, please complete and submit the following required documentation: 􀁸 Power of Attorney Submission Cover Sheet (enclosed), 􀁸 Notarized Attorney-in-Fact Affidavit (enclosed), 􀁸 Documentation to verify your identity (ONLY required if principal is incapacitated), and 􀁸 A copy of the power of attorney document. If the Principal is incapacitated (see Section B of Power of Attorney Submission Cover Sheet), you will need to provide the following additional documentation to verify your identity (both are required): 􀁸 A copy of a document to verify your Social Security number, which could be a: o Social Security card, or o Form W-2 Wage and Tax Statement 􀁸 A copy of a document to verify your name, address, and date of birth, which could be a: o Driver’s license, o State ID card, o Military ID, or o US government-issued alien ID card The completed documents and required documentation can be submitted by mail, email, branch or fax to: 􀁸 Mail: Wells Fargo Bank, N.A., 2800 South Price Road , Bld. D, 3rd Floor, Chandler, AZ 85286 􀁸 Email: [PLGDocVer@wellsfargo.com](PLGDocVer@wellsfargo.com) 􀁸 Branch: Visit your nearest Wells Fargo location 􀁸 Fax: 1-877-722-5232 For more information regarding an agent’s role and responsibilities, please refer to the Consumer Financial Protection Bureau’s guide entitled “Help for agents under a power of attorney,” which is located under the “Power of Attorney” heading at: Help for agents under a power of attorney. If you will be acting as an agent under a power of attorney governed by Georgia, Illinois, Oregon or Virginia state law, please refer to the appropriate state-specific guide. If you have questions, please call 1-877-592-7298, Monday through Friday, 7:00 a.m. to 8:00 p.m. Central Time. We accommodate telecommunications relay service calls. Continued Wells Fargo Bank, N.A. © 2021 Wells Fargo Bank. All rights reserved. Power of Attorney Submission Cover Sheet Please complete all applicable sections of this form and submit it with the other required power of attorney documents. Incomplete submissions may cause processing delays and/or result in a denial of power of attorney or the application. A. Principal information: The “Principal” is the applicant or account holder (the person for whom the Agent will be acting) . | Today’s date | | Application number | | | --- | --- | --- | --- | | Principal name (first, middle, last) | | | | | Principal street address | | | | | City | State | | Zip code | | Principal phone number | Principal date of birth | | Principal Social Security number | B. Capacity information: Does the Principal being represented by you have the ability to understand, retain, and weigh the information pertaining to this application and can they communicate their decision? (You must select Yes or No): □ No-complete Section C □ Yes-do NOT complete Section C C. Agent information: Complete ONLY if answer in Section B is “No” and provide documentation listed on page 1 to verify your identity. The “Agent” is the person who will be using the power of attorney to act on the Principal’s behalf. | Agent name (first, middle, last) | | | | | --- | --- | --- | --- | | Agent street address | | | | | City | | State | Zip code | | Agent phone number | Agent date of birth | | Agent Social Security number | | Agent citizenship status (check one)
☐ United States citizen ☐ Permanent resident ☐ Temporary resident | | | Country of citizenship | Wells Fargo Bank, N.A. © 2021 Wells Fargo Bank. All rights reserved. Attorney-in-Fact Affidavit I, having a mailing address of ______knowl__ed__g_:__________________

FAQs

What documents are required when submitting a power of attorney for a personal loan?

Submit a Power of Attorney Submission Cover Sheet, a notarized Attorney-in-Fact Affidavit, a copy of the power of attorney document, and identity documentation as applicable.

When is identity documentation required for the principal?

Identity documentation is required only if the principal is incapacitated, as indicated in Section B of the cover sheet.

What statements must the agent include in the Attorney-in-Fact Affidavit?

The agent confirms the power of attorney has not been amended or revoked, certifies attached legal descriptions are unchanged, and acknowledges that Wells Fargo will rely on the affidavit in connection with the transaction.

Sep 15, 2026

Uploaded by Marry