title: "New York Power of Attorney - Complete LSC Packet with Forms"
state: "NY"
date: "2026-03-20"
price: "$47"
New York Power of Attorney Packet
Jurisdiction-correct document templates. Not legal advice.
ELIGIBILITY CHECKLIST
- [ ] You are at least 18 years old
- [ ] You are of "sound mind" (understand what you're signing)
- [ ] You are signing voluntarily
- [ ] You trust the person you're naming as agent
- [ ] For a Durable POA: you want powers to continue if you become incapacitated
- [ ] For a Limited POA: you need authority for one specific transaction only
- [ ] Two adult witnesses are available who are NOT the agent and NOT the notary
- [ ] A notary is available (required for all New York POAs)
- [ ] For real estate transactions: you will record the POA with the County Clerk
- [ ] You understand gifts require separate, specific authorization
File at: New York court finder: https://www.nycourts.gov/courts/
FILING STEPS
- Choose an agent you trust completely — name an alternate in case the first cannot serve.
- Initial each specific power you want to grant in FORM 1 (or FORM 2 for limited use).
- New York requires BOTH two witnesses AND a notary — arrange both before signing.
- Sign FORM 1 in front of two witnesses and a notary; the agent must sign the Acknowledgment.
- Keep the original in a safe place; give a copy to your agent.
- If the POA involves real estate, record it with the County Clerk's Office.
- Recording fees range from ~$75 (Nassau, Westchester) to ~$125 (Manhattan).
- Provide copies to banks, investment firms, insurance companies, and other relevant parties.
- To revoke: complete FORM 3 and deliver to agent and all third parties immediately.
- Use FORM 4 (Agent's Affidavit) when financial institutions require proof the POA is still valid.
FILING CHECKLIST
- [ ] Completed FORM 1 (Durable POA) or FORM 2 (Limited POA)
- [ ] Two adult witnesses signed (not the agent, not the notary)
- [ ] Notary acknowledgment signed and sealed
- [ ] Agent signed Acknowledgment of Agent
- [ ] Original stored safely; copy given to agent
- [ ] Copies provided to banks and institutions as needed
- [ ] If real estate: recorded with County Clerk
- [ ] FORM 4 (Agent's Affidavit) available for agent to use with third parties
LEGAL AID
- Legal Services of the Hudson Valley: lshv.org · 1-877-574-8529
- Legal Aid Society of NYC: legal-aid.org · (212) 577-3300
- NY Courts Self-Help: nycourts.gov/selfhelp · (212) 428-2104
- Legal Services NYC: legalservicesnyc.org · (212) 431-7200
FORM 1: DURABLE FINANCIAL POWER OF ATTORNEY — BLANK TEMPLATE
> INSTRUCTIONS: Complete all sections. Sign in front of two witnesses AND a notary. Give copy to your agent.
`
________________________________________________________________________________
NEW YORK STATUTORY SHORT FORM
POWER OF ATTORNEY
________________________________________________________________________________
CAUTION: THIS IS A DURABLE POWER OF ATTORNEY. THIS DOCUMENT
GIVES THE PERSON YOU DESIGNATE BROAD POWERS TO HANDLE YOUR
FINANCIAL AFFAIRS. THESE POWERS WILL CONTINUE EVEN IF YOU
BECOME DISABLED, INCAPACITATED, OR INCOMPETENT. READ THIS
DOCUMENT CAREFULLY BEFORE SIGNING.
This document is governed by the New York General Obligations
Law Article 5, Title 15 (§§ 5-1501 to 5-1514).
________________________________________________________________________________
I, [YOUR FULL LEGAL NAME] ("Principal"), residing at [YOUR STREET ADDRESS],
[CITY], New York [ZIP CODE], do hereby appoint:
Name: [AGENT'S FULL NAME]
Address: [AGENT'S STREET ADDRESS]
[CITY], [STATE] [ZIP CODE]
Telephone: [AGENT'S PHONE NUMBER]
as my Agent (also called "Attorney-in-Fact") to act for me in any lawful way.
IF MY AGENT IS UNABLE OR UNWILLING TO SERVE, I appoint as Alternate Agent:
Name: [ALTERNATE AGENT'S FULL NAME]
Address: [ALTERNATE AGENT'S ADDRESS]
[CITY], [STATE] [ZIP CODE]
Telephone: [ALTERNATE AGENT'S PHONE NUMBER]
THIS POWER OF ATTORNEY IS DURABLE. It shall not be affected by my subsequent
disability, incapacity, or incompetence, pursuant to NY GOL § 5-1504.
________________________________________________________________________________
GRANT OF AUTHORITY
I grant my Agent authority to do all acts that I could do if present.
IN ADDITION, I grant my Agent the following SPECIFIC POWERS (initial each
power you grant):
(A) Real property transactions
___ (1) Buy, sell, rent, lease, manage real property
___ (2) Borrow using real property as collateral
___ (3) Grant easements and rights of way
(B) Personal property transactions
___ (4) Buy, sell, exchange, manage personal property
___ (5) Store, ship, transport personal property
(C) Bond, share, and commodity transactions
___ (6) Buy, sell, exchange stocks, bonds, commodities
___ (7) Exercise stock options and voting rights
(D) Banking transactions
___ (8) Open, close, maintain bank accounts
___ (9) Write checks, withdraw, deposit funds
___ (10) Access safe deposit boxes
(E) Business operating transactions
___ (11) Operate, buy, sell, dissolve a business
___ (12) Hire, fire employees and contractors
(F) Insurance transactions
___ (13) Buy, sell, manage insurance policies
___ (14) Collect insurance proceeds
(G) Beneficiary transactions
___ (15) Accept, disclaim, manage inheritances
___ (16) Establish, modify, terminate trusts
(H) Gift transactions (requires specific authorization below)
___ (17) Make gifts to individuals and charities
(I) Fiduciary transactions
___ (18) Act as fiduciary for others
(J) Claims and litigation
___ (19) Bring, defend, settle lawsuits
___ (20) File claims and receive proceeds
(K) Family maintenance
___ (21) Pay for my support and maintenance
___ (22) Pay for support of my dependents
(L) Benefits from military service
___ (23) Apply for and manage military benefits
(M) Retirement plan transactions
___ (24) Make contributions to retirement plans
___ (25) Make rollovers and change investments
___ (26) Designate beneficiaries
(N) Tax matters
___ (27) Prepare and file tax returns
___ (28) Pay taxes and deal with tax authorities
(O) All other matters
___ (29) Any other lawful act
MODIFICATIONS:
________________________________________________________________________________
EFFECTIVE DATE
[X] This Power of Attorney is effective immediately upon my signing.
[ ] This Power of Attorney shall become effective upon my incapacity as
certified by a licensed physician who has examined me.
________________________________________________________________________________
THIRD-PARTY RELIANCE (NY GOL § 5-1509)
Any third party may rely upon this Power of Attorney without further inquiry.
________________________________________________________________________________
NOMINATION OF GUARDIAN
If a guardian of my person or estate is required, I nominate my Agent.
________________________________________________________________________________
GOVERNING LAW
This Power of Attorney shall be governed by New York law.
________________________________________________________________________________
SIGNATURE OF PRINCIPAL
By signing below, I acknowledge that I have read and understand this
Power of Attorney and intend to be bound by its terms.
_______________________________
[YOUR SIGNATURE]
[YOUR PRINTED NAME]
Date: _______________
________________________________________________________________________________
SIGNATURES OF WITNESSES
We, the undersigned witnesses, attest that the Principal signed this
document voluntarily and appeared to be of sound mind.
WITNESS 1:
_______________________________
Signature
Printed Name: ___________________
Address: _______________________
Date: _______________
WITNESS 2:
_______________________________
Signature
Printed Name: ___________________
Address: _______________________
Date: _______________
________________________________________________________________________________
ACKNOWLEDGMENT OF AGENT
I, [AGENT'S NAME], acknowledge that I have read and understand the terms
of this Power of Attorney and my duties as Agent under NY GOL § 5-1506.
I agree to act in accordance with the Principal's best interests and in
good faith.
_______________________________
[AGENT'S SIGNATURE]
[AGENT'S PRINTED NAME]
Date: _______________
________________________________________________________________________________
NOTARY ACKNOWLEDGMENT
STATE OF NEW YORK )
) ss.
COUNTY OF ________ )
On this _____ day of _______________, 20___, before me personally came
[YOUR NAME], known to me to be the person described in and who executed
the foregoing instrument, and acknowledged that they executed the same
as their free act and deed.
_______________________________
Notary Public
My Commission Expires: __________
________________________________________________________________________________
`
--- PAGE BREAK ---
FORM 2: LIMITED/SPECIAL POWER OF ATTORNEY — BLANK TEMPLATE
> INSTRUCTIONS: Use this form for a single, specific purpose.
`
________________________________________________________________________________
LIMITED POWER OF ATTORNEY
________________________________________________________________________________
I, [YOUR FULL NAME] ("Principal"), residing at [YOUR ADDRESS],
[CITY], New York [ZIP CODE], hereby appoint:
Name: [AGENT'S FULL NAME]
Address: [AGENT'S ADDRESS]
[CITY], [STATE] [ZIP CODE]
as my true and lawful Agent to act for me and in my name for the following
limited purpose ONLY:
[DESCRIBE THE SPECIFIC PURPOSE IN DETAIL - Examples:]
[ ] To sell the real property located at: [PROPERTY ADDRESS]
[ ] To sign documents for the closing of my home at: [ADDRESS]
[ ] To manage my bank account at [BANK NAME], Account #[NUMBER]
[ ] To register my vehicle: [YEAR MAKE MODEL], VIN: [VIN]
[ ] Other: __________________________________________________
This Limited Power of Attorney grants my Agent the authority to:
- __________________________________________________________________
- __________________________________________________________________
- __________________________________________________________________
This authority shall expire on: [DATE] or upon completion of the
transaction described above, whichever occurs first.
IN WITNESS WHEREOF, I have executed this Limited Power of Attorney on
this _____ day of _________________, 20___.
_______________________________
[YOUR SIGNATURE]
[YOUR PRINTED NAME]
________________________________________________________________________________
SIGNATURES OF WITNESSES
WITNESS 1:
_______________________________
Signature
Printed Name: ___________________
Address: _______________________
WITNESS 2:
_______________________________
Signature
Printed Name: ___________________
Address: _______________________
________________________________________________________________________________
NOTARY ACKNOWLEDGMENT
STATE OF NEW YORK )
) ss.
COUNTY OF ________ )
On this _____ day of _______________, 20___, before me personally came
[YOUR NAME], known to me to be the person described in and who executed
the foregoing instrument, and acknowledged that they executed the same.
_______________________________
Notary Public
My Commission Expires: __________
________________________________________________________________________________
`
--- PAGE BREAK ---
FORM 3: REVOCATION OF POWER OF ATTORNEY — BLANK TEMPLATE
> INSTRUCTIONS: Complete and deliver to your agent and all third parties who relied on the POA.
`
________________________________________________________________________________
REVOCATION OF POWER OF ATTORNEY
________________________________________________________________________________
I, [YOUR FULL NAME], residing at [YOUR ADDRESS], [CITY], New York
[ZIP CODE], hereby REVOKE the Power of Attorney dated [DATE OF ORIGINAL POA]
in which I appointed [AGENT'S NAME] as my Agent.
The revoked Power of Attorney was recorded (if applicable):
[ ] Not recorded
[ ] Recorded in [COUNTY] County, New York
Instrument/CRFN: _______________
This Revocation is effective immediately upon my signing below.
I request that all persons who have received a copy of the revoked Power
of Attorney destroy it or mark it "REVOKED" and return it to me.
NOTICE: Any action taken by the Agent after receipt of this Revocation
is unauthorized and void.
Dated: _____________________ _______________________________
[YOUR SIGNATURE]
[YOUR PRINTED NAME]
________________________________________________________________________________
NOTARY ACKNOWLEDGMENT
STATE OF NEW YORK )
) ss.
COUNTY OF ________ )
On this _____ day of _______________, 20___, before me personally came
[YOUR NAME], known to me to be the person described in and who executed
the foregoing instrument, and acknowledged that they executed the same.
_______________________________
Notary Public
My Commission Expires: __________
________________________________________________________________________________
CERTIFICATE OF SERVICE
I certify that on [DATE], I served a copy of this Revocation on:
Former Agent: [NAME]
Address: [ADDRESS]
Method: [ ] Certified Mail [ ] First Class Mail [ ] Hand Delivery
Third Parties: (list banks, institutions that received original POA)
- [NAME]: [ADDRESS]
- [NAME]: [ADDRESS]
_______________________________
[YOUR SIGNATURE]
________________________________________________________________________________
`
--- PAGE BREAK ---
FORM 4: AGENT'S AFFIDAVIT — BLANK TEMPLATE
> INSTRUCTIONS: Some banks and institutions require this when your agent uses the POA.
`
________________________________________________________________________________
AGENT'S AFFIDAVIT
________________________________________________________________________________
STATE OF NEW YORK )
) ss.
COUNTY OF ________ )
I, [AGENT'S FULL NAME], being first duly sworn, depose and state as follows:
- I am the Agent named in the Power of Attorney executed by [PRINCIPAL'S NAME]
dated [DATE OF POA].
- To the best of my knowledge, the Principal is still living.
- To the best of my knowledge, the Principal has not revoked the Power of
Attorney.
- To the best of my knowledge, no legal proceeding has been commenced to
determine the Principal's incapacity or to appoint a guardian.
- I am acting within the scope of the authority granted to me by the
Power of Attorney.
- I acknowledge my fiduciary duties to the Principal under NY GOL § 5-1506,
including the duty to act in the Principal's best interests, in good faith,
and within the scope of authority granted.
- I certify that the Power of Attorney has not been modified or amended
since the date of execution, except as follows:
[ ] No modifications
[ ] Modifications: [DESCRIBE]
FURTHER AFFIANT SAYETH NAUGHT.
_______________________________
[AGENT'S SIGNATURE]
[AGENT'S PRINTED NAME]
________________________________________________________________________________
Sworn to and subscribed before me on this _____ day of _____________, 20___.
_______________________________
Notary Public
My Commission Expires: __________
________________________________________________________________________________
`
*Not legal advice. Jurist-Diction is not a law firm. Templates are jurisdiction-correct.
Verify current law before filing. For legal advice contact a licensed New York attorney or legal aid. jurist-diction.com*