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Attaching POA to draft Form 3 without CIK

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  • Jonathan Gregory

    Hi Linda -
    Welcome to the Community! In my experience, this is a two step process. You can upload a POA to the Section 16 module within Wdesk, but cannot attach to a reporting owner until you have the CIK and owner info set up. The POA exhibit will then be associated with that reporting owner on all filings going forward.

    On a side note, getting a new reporting owner set up is fairly quick if you have all signatures and the form notarized ahead of time.

    Hope this helps - thanks!

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  • Mike Davis

    Jonathan is correct!

    Let us know if you have any questions Linda. Thanks!

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