Selected Plan: Student Essentials Plan
Student Name
The College Essentials documents help protect your college student by ensuring you can assist when it matters most. The package includes a Financial Power of Attorney to handle financial matters if needed, a Medical Power of Attorney and HIPAA Authorization so healthcare providers can communicate with you and you can make medical decisions in an emergency, and a FERPA Authorization that allows the college or university to share your student's educational records with you when authorized.
Welcome to the Student Essential Plan and get the Power of Attorney documents. The process takes less then 5 minutes select the question mark for additional instructions!
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Parent Registration Page
Provide your contact information and address which will become the (default) primary agent in the POA documents. Once you begin, the process will guide you through each section. Take your time and know that you can save your progress and return at any point.
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Power of Attorney - Financial - Medical with HIPAA
“A Durable Financial Power of Attorney and Medical Power of Attorney authorizes one or more individuals (your agents) to manage your financial affairs on your behalf. This authority becomes effective immediately once the document is signed and remains in effect even if you become incapacitated.
You may choose to appoint the same individual(s) who serve as your Executor, or you may name different agents. If you are married, you may also indicate whether your spouse or life partner will have a different Power of Attorney.
List a Primary Agent and at least one Successor Agent who can act if the Primary Agent is unable or unwilling to serve. Agents may serve individually or jointly, depending on your selection.”
For your convenience, on this screen, which covers all three protection documents, we have automatically selected you as your student's primary agent. If you'd like, you may also add one or more additional agents to act on your student's behalf.
Do you wish to use same agents as your Executor?
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Yes
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No
* Click "+" button to add more names to the list

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Submission And Important Signing Instructions

GENERAL INSTRUCTIONS

  • You must sign your documents in the presence of a Notary.
  • The Notary and witnesses may not be anyone named in the documents and may not be related to you.
  • Only one original set of documents should be signed by you.

WILL

You must sign in front of two witnesses and a notary. ALL need to be present to sign at the same time.

You will date and sign your Will on page 2. The witnesses will print their names in two places, sign their names above the word WITNESS and print their addresses across from signature on page 3.

Statutory Durable Power of Attorney

You will initial beside (O) on page 2. Do NOT initial any other blank.

You and the notary will sign and date on page 4.

Medical Power of Attorney

You and the notary will sign and date on page 4.

Directive to Physicians

Page 2, initial only one of the blanks next to the option you choose.

You sign and date on page 4 and the notary will sign and date on page 5.

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Student Name Parent Registration Page Power of Attorney - Financial - Medical with HIPAA Submission And Important Signing Instructions