What is a Pennsylvania Power of Attorney?
A Pennsylvania Durable Financial Power of Attorney is governed by Title 20, Chapter 56 of the Pennsylvania Consolidated Statutes (Decedents, Estates and Fiduciaries Code). It authorizes an individual (the "Principal") to designate an "Agent" to act on their behalf in financial, banking, and real estate transactions.
Following major statutory revisions (Act 95), Pennsylvania courts and financial institutions strictly enforce compliance with statutory notice and execution provisions. Omitting the mandatory notice or witness blocks will cause banks to reject the document.
Key Powers Authorized Under 20 Pa.C.S. ยง 5602:
- Real Estate Transactions: Buying, selling, leasing, or mortgaging real property in Pennsylvania (*ยง 5603*).
- Banking & Financial Accounts: Managing checking, savings, retirement, and investment accounts.
- Tax Matters: Preparing and filing state and federal income, gift, and estate tax returns.
- Business Operations: Voting company shares, managing corporate entities, and signing contracts.
Three Mandatory Statutory Requirements:
1. Statutory Notice: Must begin with the exact statutory notice in capital letters signed by the principal.
2. Agent's Acknowledgment: The agent MUST sign the statutory acknowledgment before acting.
3. Two Witnesses + Notary: Must be signed by the principal in the presence of two adult witnesses AND acknowledged before a Notary Public. The notary cannot act as a witness!
Legal & Statutory Requirements
To ensure this document is legally enforceable and accepted by administrative or judicial authorities, comply with these key statutory rules:
- Principal Notice (20 Pa.C.S. ยง 5601(c)): The capital-letter statutory notice must appear at the beginning of the document and be signed by the principal.
- Agent Acknowledgment (20 Pa.C.S. ยง 5601(d)): The agent must execute the statutory acknowledgment form before exercising authority.
- Two Subscribing Witnesses (20 Pa.C.S. ยง 5601(b)): The document must be witnessed by two independent adults (at least 18 years old) who are not the notary or the appointed agent.
- Notary Acknowledgment: Must be acknowledged before a Pennsylvania Notary Public.
Step-by-Step Preparation & Filing Guide
Review the Statutory Notice to Principal
Read and sign the mandatory capital-letter statutory notice on the first page.
Designate Agent & Grant Powers
Appoint your primary and alternate agent, and select powers authorized under 20 Pa.C.S. ยง 5602.
Execute in Front of Two Witnesses AND a Notary
Sign the original document in the physical presence of two independent adult witnesses and a licensed Notary Public.
Have Agent Sign Statutory Acknowledgment
The appointed agent must sign and attach the statutory acknowledgment form prior to presenting to banks.
Standard Pennsylvania Power of Attorney Preview
Review the standard format below. You can copy the template or use official packages directly for guaranteed acceptance.
PENNSYLVANIA STATUTORY POWER OF ATTORNEY
I have read and understand the contents of this Notice.
Principal Signature: [Principal Name] Date: _________
1. APPOINTMENT OF AGENT:
I, [PRINCIPAL NAME], residing at [Principal Address], Pennsylvania, hereby appoint [AGENT NAME], residing at [Agent Address], as my agent.
2. GRANT OF POWER:
I grant my agent general authority with respect to the powers authorized in 20 Pa.C.S. ยง 5602: Real Property, Personal Property, Banking, Business, and Taxes.
3. DURABILITY:
This power of attorney is durable and shall not be affected by my subsequent disability or incapacity.
Signed this _____ day of __________________, 20__.
Principal Signature: [Principal Name]
WITNESS 1: _______________________ Name: _______________________
WITNESS 2: _______________________ Name: _______________________
COMMONWEALTH OF PENNSYLVANIA, COUNTY OF _______________
Acknowledged before me this _____ day of __________________, 20__, by [Principal Name].
Notary Public, Commonwealth of Pennsylvania
My Commission Expires: ____________________
Free Word Document (.DOCX) & PDF Downloads
Whether you need to edit this document in Microsoft Word, Google Docs, or print a blank PDF to fill out with pen and ink, we provide both standard file formats at no charge:
1. Pennsylvania Power of Attorney Word Document (.docx)
The Pennsylvania Power of Attorney Word document (.docx) is completely unlocked and customizable. You can type in names, paste complex legal terms or property descriptions directly, and format required signature blocks. Fully compatible with Microsoft Word 2016+, Office 365, LibreOffice, and Google Docs.
2. Pennsylvania Power of Attorney PDF Form (.pdf)
The Pennsylvania Power of Attorney PDF download is pre-scaled to standard Letter paper (8.5" x 11") with 1-inch margins required by recording offices and judicial clerks. It includes all necessary statutory notices and signature blocks formatted to guarantee filing compliance.
Frequently Asked Questions
Can the notary act as one of the two witnesses in Pennsylvania?
What happens if the Agent does not sign the Acknowledgment?
Can a Pennsylvania bank refuse to honor a valid POA?
Need the Verified Pennsylvania Power of Attorney Package?
Ensure your legal documents comply with all governing statutes on the first submission without rejection fees or legal delays.