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How do you delete a previous power of attorney used in Section 16 filings as a supporting document?

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  • Mike
    Hi Jessica!

    Thanks for the question. To delete a previous Power of Attorney (POA) used in a Section 16 form, you need to remove it from the library. In the Section 16 app, click on 'Libraries' from the main dashboard, then choose 'Supporting Documents'.

    From this window is the listing of your existing documents available for attachment, i.e. your POAs. To remove your previous POA, locate it within your list and click the 'trash' icon next to it, like so:


    Does that answer your question? If not, let me know and I'll be happy to help. Have a great day and a Happy Thanksgiving in the meantime. Cheers!
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  • Jessica Green
    Hello Mike!  Thank you for the quick response.  When I tried to delete, I received a message indicating "The Supporting Document is in use and cannot be deleted."  This POA was used in previous Section 16 filings, but the POA has since been replaced by another one.  Is it somehow linked to previous filings?  I did Edit the document by removing the checkbox for Associate with a Reporting Owner thinking that may have been the issue, but it was not.
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  • Mike
    No problem, Jessica!

    There could be two culprits here. The simplest one is that this POA is currently attached to an unfiled form. If you are unsure, you can go to the Filers tab and check that Reporting Owner's forms list to see if its attached. Under the Forms portion of the Reporting Owner's page, select any unfiled forms and once in the Form page, you'll need to click More > File Form. This doesn't yet file it, but allows you to remove the attachment. Lastly, from the More drop-down on the far right of this page, choose Select Edit Supporting Doc list and uncheck the old POA in question. This will remove it from the unfiled form.

    If you still get the above error or you find it is not attached to an unfiled form, then its the second culprit--a previously filed form. We cannot remove it from the filed form, but we can unassociate the 'old' POA from this Reporting Owner. To fix, we need to go back to the Supporting Document Library and find the 'old' POA and from there click the pencil icon to edit it and uncheck the Reporting Owner, like so:

     

    If you need to keep this old POA, you can rename after the fact so you know not to use it, otherwise you can remove it. After this, you should be able to associate the new POA with the Reporting Owner, if you haven't already done so.

    Hope this helps. Let me know if you have questions on any of the above or this does not resolve for you. Thanks!
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