Limited Power of Attorney

Depending on the level of authorization you’re given by a UESP account owner/agent, limited power of attorney access allows you to:

Access your client's UESP account information online or by phone
Perform specific account transactions online or with the applicable form, including:
- Contributions
- Investment option changes
- Transfers between accounts
- Qualified withdrawals

Limited Power of Attorney Access Levels

The account access granted to you by your client is limited to the authority described below:

Power of Attorney Authorization Level	Obtain Account Information Online or by Phone	Initiate Transactions Online or with Applicable Form
Power of Attorney Authorization Level	Obtain Account Information Online or by Phone	Contributions	Investment Option Changes	Transfers Within Your Accounts	Withdrawals
Level 1 Low (Informational)	Online Only	No	No	No	No
Level 2 Medium (Limited)	Online & Phone	Yes	Yes	Yes	No
Level 3 High (Limited + Withdrawals)	Online & Phone	Yes	Yes	Yes	Yes—by form only and not online1

Withdrawal checks may only be made payable to the account owner, the beneficiary, or an eligible educational institution. UESP will not issue checks to other parties.

To obtain limited power of attorney access to a client’s UESP account, follow the instructions below.

You must complete and submit to UESP the Limited Power of Attorney Registration (form 700 or 800). After the form is processed by UESP, the entity and/or responsible person must follow the instructions sent in an activation e-mail to complete setting up limited power of attorney online access at uesp.org. Your UESP POA Number may be viewed online after the email is sent.
Entities may complete and submit to UESP the Entity Limited Power of Attorney Signature Card (form 730) after receiving the UESP POA Number from UESP.
Your client must complete and submit to UESP the Limited Power of Attorney Authorization (form 710 or 810). The form must be notarized and mailed or faxed to UESP.