Revoking A Power Of Attorney For Finances Page 3
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1
2
3The Coalition of
Wisconsin Aging Groups is
a nonprofit, nonpartisan,
statewide membership
organization that was
founded in 1978.
GIVING NOTICE TO THE AGENT AND ALTERNATE AGENT
After completing the revocation form, you should give a copy of the revocation form to your agent and
alternate agent along with a letter giving them notice of your action in revoking your POA-F.
1) The notice letter should include the date, your personal information including your name and
address, and the personal identifying information of the agent and alternate agent. Find a sample
letter below.
2) The letter should also state that you are giving all interested persons notice of your intent to revoke
your Power of Attorney for Finances.
3) A separate letter should be sent to the agent and the alternate agent.
4) Sign the letter and make several copies.
5) Mail the notice letter and a copy of the Revocation to all agents and individuals who were given a
copy of the Power of Attorney document (e.g., financial institutions, investment companies, etc.) and
request a return receipt. You may also hand deliver the letter and statement. If hand delivered,
deliver it only to the named person and try to get a receipt or written statement signed by the person
stating that she or he received the notice.
SAMPLE NOTICE LETTER TO AGENT AND ALTERNATE AGENT
[Date]
[Name and address of Agent]
RE: Power of Attorney for Finances
Dear ________________________________:
Please be advised that I have revoked your authority to make any financial decisions on my behalf, and you
are no longer authorized to handle any financial matters on my behalf. Please find enclosed with this letter a
copy of the formal revocation.
Under the law, if you fail to comply with this notice, you may be liable to me for damages.
I hereby demand that you turn over all records of mine that are in your possession. This information should
be mailed to me at ________________________________________________________________ [address]
by no later than ______________________________ [date]. If you do not have any records of mine, you
should mail me written confirmation of this fact by _____________________________ [date].
Sincerely,
[signature]
Name of Principal
Address of Principal
Enc.
2850 Dairy Drive, Suite 100
Madison, WI 53718-6742
Telephone: (608)224-0606
Toll Free: 1-800-488-2596
Fax: (608)224-0607
09/2010
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