Across
- 3. Legal document that appoints and authorizes a person to act on behalf of another
- 7. Account holder that is legally responsible for the personal account
- 9. Account holder that has equal access to funds but also share responsibility for any fees/charges incurred
- 10. Business individual who has principal managerial authority over accounts/services
Down
- 1. Anyone who may benefit financially from business's operation (directly or indirectly)
- 2. The person (Attorney-in-Fact) who has been granted the powers to act on behalf of the principal
- 4. Appointed to manage another person's social security; SSI funds; or veterans benefits ONLY
- 5. Can not open, close or make changes on or to the Business account
- 6. The person (Member) who created the POA and grants powers to the agent
- 8. Individual(s) designated by the owner(s) of the acct to receive the funds when last owner passes away