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New York Statutory Short Form Power of Attorney

Durable financial authority; does not automatically revoke older appointments. Agent authority begins after required acknowledgment and any stated conditions.

Jurisdiction
New York
Purpose
Durable financial
Source / form version
Printed effective June 13, 2021; seven pages
Resource format
PDF
Signing
Principal dates, signs or directs a signature, acknowledges it before an authorized officer, and uses two qualified witnesses. Each acting agent separately signs and acknowledges the appointment.
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Sources checked: 2026-11-13. General information, not individual legal advice.

Use the post-2021 financial form

This seven-page New York State Bar Association form is marked effective June 13, 2021 and is freely hosted on CUNY Academic Commons. It includes the caution to the principal, general financial subjects, modifications, witnesses, and agent information. Keep those sections intact. A financial appointment cannot replace the separate health care proxy.

Sources: [1] [2] [3]

Select powers and modifications

Initial the subjects you want, or use the form’s letter-list alternative. Co-agents act together unless the separate-action choice is initialed. The form does not automatically revoke previous powers. Gift authority beyond the statutory personal-maintenance allowance, and gifts to the agent, require careful express language in the modifications; do not attach an obsolete statutory gifts rider in place of the current process.

Sources: [1] [2] [3]

Complete principal and agent signatures

The principal’s signature requires acknowledgment and two witnesses meeting the statutory restrictions; a qualified notary may also serve as a witness. An acting agent must separately sign and acknowledge the appointment. Do not assume that the principal’s notarization completes the agent’s execution. New York requires legible type at least twelve points or its equivalent. Retain the form’s formatting, all notices and modifications, and complete copies for institutions that will rely on it.

Sources: [1] [2] [3]

Common questions

Does the 2021 form use a separate Statutory Gifts Rider?

No. The 2021 changes eliminated that rider. Necessary gift authorizations belong in the current form’s modifications and should be discussed with counsel.

Sources: [2] [1]

Related forms and guides

Sources and verification

  1. New York State Bar Association form; publicly hosted on CUNY Academic Commons: source and instructions (opens in a new tab)
  2. Signing and legal requirements (opens in a new tab)
  3. Authority and statutory guidance (opens in a new tab)

HTTP200, seven-page PDF downloaded and text inspected; printedNYSBAeffective6/13/21, not pre2021gift-rideredition. PublicCUNYhost is a university platform rather than NYSBAoriginaldownload; linkexternally, do not rehost.

The date above records a source check. It does not certify that a form is suitable for your circumstances or that an attorney has reviewed your document. Read the publisher’s current instructions before use.