massachusetts power of attorney where to send poa

A completed, signed Form M-2848 may be submitted to a specific person you are working with at DOR (such as a collector or auditor). You may also upload the completed and signed form through MassTaxConnect or submit it by fax to 617-660-3995. Allow 2 business days for the POA to be attached to the taxpayer’s account.

Full Answer

What is an MA power of attorney form?

 · With a Form M-2848, a taxpayer can show the terms of the POA’s representation and can name one or more representatives. Please note that Form M-2848 does not allow access to a taxpayer’s accounts on MassTaxConnect. See below regarding Third-Party Authorization through MassTaxConnect.. For a representative to be given access, each tax type and tax …

When is a power of attorney available for use?

 · To revoke a power of attorney without filing a new Form M-2848, the taxpayer should submit a signed statement indicating his or her intention to revoke to DOR to the specific person the taxpayer is working with at DOR, through MassTaxConnect or by fax to 617-660-3995.

How do I get a copy of my power of attorney?

A power of attorney document allows someone that you select (your “attorney-in-fact” or “agent”) to act on your behalf in financial matters. It is common for a deploying servicemember to sign a power of attorney document that assigns a family member or friend as servicemember's attorney-in-fact. When a person acts as your attorney-in ...

Do I need to file a power of attorney with Dor?

What is the phone number to call for a power of attorney?

Any questions involving the validity of a power of attorney or other written authorization should be referred to a disclosure attorney in the Litigation Bureau by calling (617) 626-3225.

How to change a power of attorney?

To change a representative, alter the power given to a representative, or revoke a power of attorney, a taxpayer should file a new Form M-2848 and indicate these changes. The new power of attorney will revoke the earlier power with respect to the tax types and tax periods specified on the earlier power, unless the revoking power of attorney specifically states otherwise.

What is the phone number for DOR?

Reporting agents or bulk filers (such as payroll service companies) are encouraged to contact DOR's Call Center at (617) 887-6367 regarding any special requirements or forms.

What is the Massachusetts law on tax returns?

In General. To protect the confidentiality of tax records, Massachusetts law generally prohibits the Department of Revenue (“DOR”) from disclosing tax return information to anyone other than the taxpayer or his or her representative. G.L. c. 62C, § 21 (a).

How to revoke a power of attorney without a form?

To revoke a power of attorney without filing a new Form M-2848, the taxpayer should submit a signed statement indicating his or her intention to revoke to DOR using MassTaxConnect. The taxpayer must state the name and address of each representative whose authority is revoked.

What is a M-2848?

A taxpayer can use Form M-2848 to indicate the extent to which he or she authorizes disclosure (e .g., only certain tax types or periods) and can name one or more representatives. The powers granted extend to any matter affecting the tax type and period specifically referred to in the power of attorney unless the taxpayer limits the powers. Generally, a representative having a power of attorney can perform any act that can be performed by the taxpayer, unless the taxpayer indicates specific exclusions to these general powers on the Form M-2848. A representative cannot delegate to another representative a power of attorney granted by the taxpayer unless the taxpayer specifically granted that power to the representative. A refund check will always be issued in the name of the taxpayer (s) and will not be made payable to a representative.

Is there a central power of attorney office?

There is no central power of attorney office within DOR. It is not necessary to file a power of attorney with DOR unless the taxpayer is currently involved in a matter requiring contact with DOR employees. Usually, the power of attorney will follow the taxpayer's file through the various offices of DOR. The taxpayer may, however, be requested ...

What is a power of attorney?

A power of attorney document allows someone that you select (your “attorney-in-fact” or “agent”) to act on your behalf in financial matters.

What does it mean when someone is your attorney in fact?

When a person acts as your attorney-in-fact, that person can do financial business as though he or she is you. For example, your attorney-in-fact might buy a car or house in your name or might withdraw money from your bank accounts.

Can you revoke a power of attorney?

Revoking the power of attorney. When you no longer need an attorney-in-fact, for example, after returning from deployment, you can revoke the power of attorney.

What Types of Power of Attorneys Are Available in Massachusetts?

You can make several different types of POAs in Massachusetts. In particular, many estate plans include two POAs:

What Are the Legal Requirements of a Financial POA in Massachusetts?

For your POA to be valid in Massachusetts, it must meet certain requirements.

Steps for Making a Financial Power of Attorney in Massachusetts

Some private companies offer forms or templates with blanks that you can fill out to create your POA. For a more user-friendly experience, try WillMaker, which guides you through a series of questions to arrive at a POA (and estate plan) that meets your specific aims and is valid in your state.

Who Can Be Named an Agent or Attorney-in-Fact in Massachusetts?

Legally speaking, you can name any competent adult to serve as your agent. But you'll want to take into account certain practical considerations, such as the person's trustworthiness and geographical location. For more on choosing agents, see What Is a Power of Attorney.

When Does My Durable Financial POA Take Effect?

Your POA is effective immediately unless it explicitly states that it takes effect at a future date.

When Does My Financial Power of Attorney End?

Any power of attorney automatically ends at your death. A durable POA also ends if:

Durable Power of Attorney Massachusetts Form – Fillable PDF

The Massachusetts durable power of attorney form is used to appoint an attorney-in-fact to have the full power and rights to handle any type of monetary-related action or decision on the principal’s behalf. This arrangement is not affected by any subsequent disability or incapacity of the principal.

General Power of Attorney Massachusetts Form – Adobe PDF

The Massachusetts general power of attorney form is a contract that is used to appoint an attorney-in-fact to make financial decisions on behalf of the principal.

Limited Power of Attorney Massachusetts Form – Adobe PDF

The Massachusetts limited power of attorney form is mainly used when hiring a real estate attorney for property transactions, but can be used for any desired purpose. The document allows individuals to authorize an agent to handle a specific task or financial decision on their behalf.

Medical Power of Attorney Massachusetts Form – Adobe PDF

The Massachusetts medical power of attorney form (“Health Care Proxy”) is used to designate an agent to make medical decisions for the principal when they cannot do so themselves due to mental incapacity. The most common choices for the agent are close friends, relatives, or the principal’s spouse.

Minor (Child) Power of Attorney Massachusetts Form – PDF

The Massachusetts minor power of attorney form is a legal document that permits the transfer of certain parental powers from a child’s parents to a designated guardian. This form can be a useful tool for parents who will be away from their children for a significant period of time and need someone to care for their kids.

Real Estate Power of Attorney Massachusetts Form – PDF – Word

The Massachusetts real estate power of attorney enables an individual to appoint a representative to act on their behalf and handle decisions relating to real estate transactions.

Tax Power of Attorney Massachusetts Form – Adobe PDF

The Massachusetts tax power of attorney form (Form M-2848), allows a resident to have representation through an accountant or tax attorney for filing with the Department of Revenue.

Who is the POA in Massachusetts?

The POA is at all times answerable to a court-appointed legal guardian or fiduciary. If you do not have a valid, durable power of attorney in place and you become incapacitated, the Massachusetts Probate Court will have legal authority over your affairs.

What is a durable POA in Massachusetts?

In Massachusetts, as provided under the Massachusetts Uniform Probate Code, a durable POA: Can be general or specific. In a specific durable POA, the agent is authorized to act only in certain capacities, which the POA document must describe in detail. A general durable POA grants broader powers to the agent, allowing him or her to act in ...

How to revoke POA?

To revoke your POA, notify your attorney-in-fact in writing, and ask them to return any copies of your POA document to you. You should also notify any others that may have received the document, including the MTRS, in writing, that you have revoked your POA.

Can a POA be revoked?

A durable POA may contain an expiration date, beyond which it lapses. It also may be revoked as long as the principal is not incapacitated. If the principal is incapacitated, a legal guardian would have the power to revoke the document. The POA is at all times answerable to a court-appointed legal guardian or fiduciary.

When does a POA take effect?

Can take effect immediately on signing by the principal (known as a “present” power of attorney) or at a later time. A document that becomes effective only when needed, for example, if and when the principal suffers an incapacitating illness or injury, is known as a “springing durable” POA.

What is a durable POA?

A general durable POA grants broader powers to the agent, allowing him or her to act in a variety of matters, from financial decisions to health care, or to complete your biennnial MTRS Benefit Verification Form. Can take effect immediately on signing by the principal (known as a “present” power of attorney) or at a later time.

What happens if a POA is not durable?

If the POA is not durable, it will automatically be revoked when you become disabled— and if you become disabled or incapacitated, that is just when you need the assurance that another can act on your behalf. “Springing” or “springing durable” POA: This type of appointment only “springs” into being or becomes effective when needed, ...

What is a power of attorney in Massachusetts?

Massachusetts power of attorney forms gives legal permission to allow a person (“principal”) to select someone else (“agent”) to handle decisions on their behalf and in their best interests. Under State law, an individual may grant medical, financial, parental, tax, vehicle, or any other responsibility to a selected person.

What is limited power of attorney?

Limited Power of Attorney – You can appoint someone to handle a single transaction or deal with your affairs for a short period of time.

How many witnesses are needed for a notary public?

Signing Requirements: Two (2) witnesses and a notary public.

Can you revoke a POA?

Revocation of Power of Attorney – You can revoke any previous POA that you executed in the past. You must be of sound mind to execute this document.

Do you need a notary to sign a document?

Signing Requirements: No laws but at a notary public is recommended.

What is the law on durable power of attorney in Massachusetts?

What is the law on durable power of attorneys in Massachusetts? The law states that the durable power of attorney should have been assigned in writing on a signed document, with two witnesses present.

What is a durable power of attorney?

A durable power of attorney is someone that can make health care decisions on your behalf when you are going through medical issues. They will make these decisions based on what you have stated in your living will. These might be decisions based on whether you should receive medical care that prolongs life in a given situation, whether you would like to receive palliative care or whether you want to be resuscitated in the event of a medical emergency.