At Scalable Capital, you can set up a post-mortem power of attorney. A post-mortem power of attorney allows a designated person to manage of the account and securities account balances of the account holder in the event of their death.
The primary purpose of the post-mortem power of attorney is to simplify the necessary steps and formalities in the event of death.
What should you bear in mind?
- Only grant a power of attorney to someone you trust.
- Minors cannot be authorised.
- Persons who are US citizens and/or have a residence or tax domicile in the USA cannot be authorised.
What happens next?
Please complete the form and send the document to:
Scalable Capital Bank GmbH
Seitzstraße 8e
80538 Munich
Germany
Seitzstraße 8e
80538 Munich
Germany
If the person to be authorised is not a client of ours, they must identify themselves using the PostIdent procedure of Deutsche Post. We will be happy to send you the link for this by email on request.
Further instructions for completing the post-mortem power of attorney
- The form cannot be editable for data protection reasons.
- The power of attorney must be signed by hand by both the authorised person and the account holder.
- Make sure that the information on the form is correct and complete. Fill in all placeholders legibly.
- To ensure smooth processing and avoid misunderstandings, please use block capitals only.
- When specifying a country, always write it in full (e.g. 'Germany'). Do not use abbreviations such as 'D' or 'GER'.
- In the 'Tax residences' field, please list the countries in which you are a tax resident. Do not enter cities or federal states here.
- Do not add any handwritten notes or comments to the application, such as securities account numbers, account numbers or other additional information.
- Providing a telephone number or email address for the person to be authorised is optional, but recommended.
Important: The signatures on this application must match those you provided on your ID document and which were transmitted to us during identification or by other means.