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POA, Guardian/Conservator Review

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POA, Guardian/Conservator Review

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POA vs Guardian/Conservator Concepts

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Sharon
Sharon
United States

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POA, Guardian/Conservator Review
 

POA, Guardian/Conservator ReviewOnline version

POA vs Guardian/Conservator Concepts

by Sharon
1

What does POA stand for in this content?

2

Are POA and Guardian/Conservator the same?

3

Who sign forms if a Guardian/Conservator is in place?

4

If a POA is contacting, what must be submitted before any action is taken?

5

What is the recommended action if documents are not on file yet for a POA?

6

What do Service Reps document on POA or Guardian/Conservator calls?

7

Can Guardian/Conservator access certificate details on Member Web?

8

If there is a Guardian or Conservator WARN Code, what should you do?

9

What if a POA/Guardian/Conservator pushes for personal information?

10

What are channels for submitting POA/Guadian/Conservator documents?

Feedback

POA stands for Power of Attorney in the documents.

POA is a distinct role from Guardian/Conservator.

All requests must come from the Guardian or Conservator when one exists.

Submit legal documents via secure submission online, fax, or mail for review.

Documents must be reviewed EACH TIME by appropriate area before any action is taken.

Document the caller’s name, phone, address, and requested role.

Guardian/Conservators may not access Member Web certificate details.

A Guardian or Conservator WARN Code indicates member cannot act of their own behalf.

Do not release information. Area of topic will review legal documents and call back.

Submit documents via secure online submission (modernwoodmen.org), fax, or mail.

 
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