reglab/housing_qa huggingface dataset:
IA Code § 633B.208 (2021)
2021 Iowa Code|Title XV - JUDICIAL BRANCH AND JUDICIAL PROCEDURES|Chapter 633B - POWERS OF ATTORNEY|Section 633B.208 - Banks and other financial institutions.

633B.208 Banks and other financial institutions.   Unless the power of attorney otherwise provides and subject to section 633B.201, language in a power of attorney granting general authority with respect to banks and other financial institutions authorizes the agent to do all of the following:   1. Continue, modify, and terminate an account or other banking arrangement made by or on behalf of the principal.   2. Establish, modify, and terminate an account or other banking arrangement with a bank, trust company, savings and loan association, credit union, thrift company, brokerage firm, or other financial institution selected by the agent.   3. Contract for services available from a financial institution, including but not limited to renting a safe deposit box or space in a vault.   4. Withdraw, by check, order, electronic funds transfer, or otherwise, money or property of the principal deposited with or left in the custody of a financial institution.   5. Receive statements of account, vouchers, notices, and similar documents from a financial institution and act with respect to them.   6. Enter a safe deposit box or vault and withdraw or add to the contents.   7. Borrow money and pledge as security personal property of the principal necessary to borrow money or pay, renew, or extend the time of payment of a debt of the principal or a debt guaranteed by the principal.   8. Make, assign, draw, endorse, discount, guarantee, and negotiate promissory notes, checks, drafts, and other negotiable or nonnegotiable paper of the principal or payable to the principal or the principal’s order, transfer money, receive the cash or other proceeds of those transactions, and accept a draft drawn by a person upon the principal and pay the promissory note, check, draft, or other negotiable or nonnegotiable paper when due.   9. Receive for the principal and act upon a sight draft, warehouse receipt, or other document of title whether tangible or electronic, or any other negotiable or nonnegotiable instrument.   10. Apply for, receive, and use letters of credit, credit and debit cards, electronic transaction authorizations, and traveler’s checks from a financial institution and give an indemnity or other agreement in connection with letters of credit.   11. Consent to an extension of the time of payment with respect to commercial paper or a financial transaction with a financial institution.  2014 Acts, ch 1078, §33  Referred to in §633B.201, 633B.202, 633B.203
IA Code § 633B.210 (2021)
2021 Iowa Code|Title XV - JUDICIAL BRANCH AND JUDICIAL PROCEDURES|Chapter 633B - POWERS OF ATTORNEY|Section 633B.210 - Insurance and annuities.

633B.210 Insurance and annuities.   Unless the power of attorney otherwise provides and subject to section 633B.201, language in a power of attorney granting general authority with respect to insurance and annuities authorizes the agent to do all of the following:   1. Continue, pay the premium or make a contribution on, or modify, exchange, rescind, release, or terminate a contract procured by or on behalf of the principal which insures or provides an annuity to either the principal or another person whether or not the principal is a beneficiary under the contract.   2. Procure new, different, and additional contracts of insurance and annuities for the principal and the principal’s spouse, children, and other dependents, and select the amount, type of insurance or annuity, and mode of payment.   3. Pay the premium or make a contribution on, modify, exchange, rescind, release, or terminate a contract of insurance or annuity procured by the agent.   4. Apply for and receive a loan secured by a contract of insurance or annuity.   5. Surrender and receive the cash surrender value on a contract of insurance or annuity.   6. Exercise an election.   7. Exercise investment powers available under a contract of insurance or annuity.   8. Change the manner of paying premiums on a contract of insurance or annuity.   9. Change or convert the type of insurance or annuity with respect to which the principal has or claims to have authority described in this section.   10. Apply for and procure a benefit or assistance under a statute, rule, or regulation to guarantee or pay premiums of a contract of insurance on the life of the principal.   11. Collect, sell, assign, hypothecate, borrow against, or pledge the interest of the principal in a contract of insurance or annuity.   12. Select the form and timing of the payment of proceeds from a contract of insurance or annuity.   13. Pay, from proceeds or otherwise, compromise or contest, and apply for refunds in connection with a tax or assessment levied by a taxing authority with respect to a contract of insurance or annuity or its proceeds or liability accruing by reason of the tax or assessment.  2014 Acts, ch 1078, §35; 2015 Acts, ch 29, §110  Referred to in §633B.201, 633B.202, 633B.203
IA Code § 633B.211 (2021)
2021 Iowa Code|Title XV - JUDICIAL BRANCH AND JUDICIAL PROCEDURES|Chapter 633B - POWERS OF ATTORNEY|Section 633B.211 - Estates, trusts, and other beneficial interests.

633B.211 Estates, trusts, and other beneficial interests.   1. In this section, “estate, trust, or other beneficial interest” means a trust, probate estate, guardianship, conservatorship, escrow, or custodianship, or a fund from which the principal is, may become, or claims to be, entitled to a share or payment.   2. Unless the power of attorney otherwise provides, language in a power of attorney granting general authority with respect to estates, trusts, and other beneficial interests authorizes the agent to do all of the following:   a. Accept, receive, provide a receipt for, sell, assign, pledge, or exchange a share in or payment from an estate, trust, or other beneficial interest.   b. Demand or obtain money or another thing of value to which the principal is, may become, or claims to be, entitled by reason of an estate, trust, or other beneficial interest, by litigation or otherwise.   c. Exercise for the benefit of the principal a presently exercisable general power of appointment held by the principal.   d. Initiate, participate in, submit to alternative dispute resolution, settle, oppose, or propose or accept a compromise with respect to litigation to ascertain the meaning, validity, or effect of a deed, will, declaration of trust, or other instrument or transaction affecting the interest of the principal.   e. Initiate, participate in, submit to alternative dispute resolution, settle, oppose, or propose or accept a compromise with respect to litigation to remove, substitute, or surcharge a fiduciary.   f. Conserve, invest, disburse, or use any assets received for an authorized purpose.   g. Transfer an interest of the principal in real property, stocks and bonds, accounts with financial institutions or securities intermediaries, insurance, annuities, and other property to the trustee of a revocable trust created by the principal as settlor.  2014 Acts, ch 1078, §36; 2016 Acts, ch 1088, §6, 8, 9  Referred to in §633B.201, 633B.202, 633B.203  2016 amendment takes effect April 13, 2016, and applies retroactively to July 1, 2014;  2016 Acts, ch 1088, §8, 9
IA Code § 633B.212 (2021)
2021 Iowa Code|Title XV - JUDICIAL BRANCH AND JUDICIAL PROCEDURES|Chapter 633B - POWERS OF ATTORNEY|Section 633B.212 - Claims and litigation.

633B.212 Claims and litigation.   Unless the power of attorney otherwise provides and subject to section 633B.201, language in a power of attorney granting general authority with respect to claims and litigation authorizes the agent to do all of the following:   1. Assert and maintain before a court or administrative agency a claim, claim for relief, cause of action, counterclaim, offset, recoupment, or defense, including but not limited to an action to recover property or other thing of value, recover damages sustained by the principal, eliminate or modify tax liability, or seek an injunction, specific performance, or other relief.   2. Bring an action to determine adverse claims or intervene or otherwise participate in litigation.   3. Seek an attachment, garnishment, or other preliminary, provisional, or intermediate relief and use an available procedure to effect or satisfy a judgment, order, or decree.   4. Make or accept a tender, offer of judgment, or admission of facts, submit a controversy on an agreed statement of facts, consent to examination, and bind the principal in litigation.   5. Submit to alternative dispute resolution, or settle, propose, or accept a compromise.   6. Waive the issuance and service of process upon the principal, accept service of process, appear for the principal, designate persons upon which process directed to the principal may be served, execute and file or deliver stipulations on the principal’s behalf, verify pleadings, seek appellate review, procure and give surety and indemnity bonds, contract and pay for the preparation and printing of records and briefs, receive, execute, and file or deliver a consent, waiver, release, confession of judgment, satisfaction of judgment, notice, agreement, or other instrument in connection with the prosecution, settlement, or defense of a claim or litigation.   7. Act for the principal with respect to bankruptcy or insolvency, whether voluntary or involuntary, concerning the principal or some other person, or with respect to a reorganization, receivership, or application for the appointment of a receiver or trustee which affects an interest of the principal in property or other thing of value.   8. Pay a judgment, award, or order against the principal or a settlement made in connection with a claim or litigation.   9. Receive money or other thing of value paid in settlement of or as proceeds of a claim or litigation.  2014 Acts, ch 1078, §37  Referred to in §633B.201, 633B.202, 633B.203
IA Code § 633B.214 (2021)
2021 Iowa Code|Title XV - JUDICIAL BRANCH AND JUDICIAL PROCEDURES|Chapter 633B - POWERS OF ATTORNEY|Section 633B.214 - Benefits from governmental programs or civil or military service.

633B.214 Benefits from governmental programs or civil or military service.   1. In this section, “benefits from governmental programs or civil or military service” means any benefit, program, or assistance provided under a statute, rule, or regulation relating to but not limited to social security, Medicare, or Medicaid.   2. Unless the power of attorney otherwise provides, language in a power of attorney granting general authority with respect to benefits from governmental programs or civil or military service authorizes the agent to do all of the following:   a. Execute vouchers in the name of the principal for allowances and reimbursements payable by the United States, a foreign government, or a state or subdivision of a state to the principal, including but not limited to allowances and reimbursements for transportation of the individuals described in section 633B.213, subsection 1, paragraph “a”, and for shipment of the household effects of such individuals.   b. Take possession and order the removal and shipment of property of the principal from a post, warehouse, depot, dock, or other place of storage or safekeeping, either governmental or private, and execute and deliver a release, voucher, receipt, bill of lading, shipping ticket, certificate, or other instrument for that purpose.   c. Enroll in, apply for, select, reject, change, amend, or discontinue, on the principal’s behalf, a benefit or program.   d. Prepare, file, and maintain a claim of the principal for a benefit or assistance, financial or otherwise, to which the principal may be entitled under a statute, rule, or regulation.   e. Initiate, participate in, submit to alternative dispute resolution, settle, oppose, or propose or accept a compromise with respect to litigation concerning any benefit or assistance the principal may be entitled to receive under a statute, rule, or regulation.   f. Receive the financial proceeds of a claim described in paragraph “d” and conserve, invest, disburse, or use for a lawful purpose anything so received.   g. Create and fund a medical assistance income trust as defined in section 633C.1 or a trust or device that meets the criteria of 42 U.S.C. §1396p(d)(4)(B)(i)-(ii) that is authorized under the applicable law of another jurisdiction in which the principal is a resident.  2014 Acts, ch 1078, §39; 2016 Acts, ch 1088, §7 – 9  Referred to in §633B.201, 633B.202, 633B.203  2016 amendment takes effect April 13, 2016, and applies retroactively to July 1, 2014;  2016 Acts, ch 1088, §8, 9
IA Code § 633B.215 (2021)
2021 Iowa Code|Title XV - JUDICIAL BRANCH AND JUDICIAL PROCEDURES|Chapter 633B - POWERS OF ATTORNEY|Section 633B.215 - Retirement plans.

633B.215 Retirement plans.   1. In this section, “retirement plan” means a plan or account created by an employer, the principal, or another individual to provide retirement benefits or deferred compensation in which the principal is a participant, beneficiary, or owner, including but not limited to a plan or account under the following sections of the Internal Revenue Code:   a. An individual retirement account in accordance with section 408.   b. A Roth individual retirement account established under section 408A.   c. A deemed individual retirement account under section 408(q).   d. An annuity or mutual fund custodial account under section 403(b).   e. A pension, profit-sharing, stock bonus, or other retirement plan qualified under section 401(a).   f. An eligible deferred compensation plan under section 457(b).   g. A nonqualified deferred compensation plan under section 409A.   2. Unless the power of attorney otherwise provides, language in a power of attorney granting general authority with respect to retirement plans authorizes the agent to do all of the following:   a. Select the form and timing of payments under a retirement plan and withdraw benefits from a plan.   b. Make a rollover, including a direct trustee-to-trustee rollover of benefits from one retirement plan to another.   c. Establish a retirement plan in the principal’s name.   d. Make contributions to a retirement plan.   e. Exercise investment powers available under a retirement plan.   f. Borrow from, sell assets to, or purchase assets from a retirement plan.  2014 Acts, ch 1078, §40  Referred to in §633B.201, 633B.202, 633B.203
IA Code § 633B.216 (2021)
2021 Iowa Code|Title XV - JUDICIAL BRANCH AND JUDICIAL PROCEDURES|Chapter 633B - POWERS OF ATTORNEY|Section 633B.216 - Taxes.

633B.216 Taxes.   Unless the power of attorney otherwise provides, language in a power of attorney granting general authority with respect to taxes authorizes the agent to do all of the following:   1. Prepare, sign, and file federal, state, local, and foreign income, gift, payroll, property, Federal Insurance Contributions Act returns and other tax returns, claims for refunds, requests for extension of time, petitions regarding tax matters, and any other tax-related documents, including receipts, offers, waivers, consents, including but not limited to consents and agreements under section 2032A of the Internal Revenue Code, closing agreements, and any power of attorney required by the Internal Revenue Service or other taxing authority with respect to a tax year upon which the statute of limitations has not run.   2. Pay taxes due, collect refunds, post bonds, receive confidential information, and contest deficiencies determined by the Internal Revenue Service or other taxing authority.   3. Exercise any election available to the principal under federal, state, local, or foreign tax law.   4. Act for the principal in all tax matters for all periods before the Internal Revenue Service or any other taxing authority.  2014 Acts, ch 1078, §41  Referred to in §633B.201, 633B.202, 633B.203
IA Code § 633B.217 (2021)
2021 Iowa Code|Title XV - JUDICIAL BRANCH AND JUDICIAL PROCEDURES|Chapter 633B - POWERS OF ATTORNEY|Section 633B.217 - Gifts.

633B.217 Gifts.   1. In this section, a gift “for the benefit of” a person includes a gift to a trust, an account under a uniform transfers to minors Act, and a qualified state tuition program exempt from taxation pursuant to section 529 of the Internal Revenue Code.   2. Unless the power of attorney otherwise provides, language in a power of attorney granting general authority with respect to gifts authorizes the agent only to do all of the following:   a. Make a gift of any of the principal’s property outright to, or for the benefit of, a person, including but not limited to by the exercise of a presently exercisable general power of appointment held by the principal, in an amount per donee not to exceed the annual dollar limits of the federal gift tax exclusion under section 2503(b) of the Internal Revenue Code without regard to whether the federal gift tax exclusion applies to the gift or if the principal’s spouse agrees to consent to a split gift pursuant to section 2513 of the Internal Revenue Code in an amount per donee not to exceed twice the annual federal gift tax exclusion limit.   b. Consent to the splitting of a gift made by the principal’s spouse pursuant to section 2513 of the Internal Revenue Code in an amount per donee not to exceed the aggregate annual gift tax exclusions for both spouses.   3. An agent may make a gift of the principal’s property only as the agent determines is consistent with the principal’s objectives if actually known by the agent and, if unknown, as the agent determines is consistent with the principal’s best interest based on all relevant factors, including but not limited to all of the following:   a. The value and nature of the principal’s property.   b. The principal’s foreseeable obligations and need for maintenance.   c. The minimization of taxes, including but not limited to income, estate, inheritance, generation-skipping transfer, and gift taxes.   d. Eligibility for a benefit, a program, or assistance under a statute, rule, or regulation.   e. The principal’s personal history of making or joining in making gifts.  2014 Acts, ch 1078, §42  Referred to in §633B.201, 633B.202, 633B.203, 633B.301
IA Code § 633B.302 (2021)
2021 Iowa Code|Title XV - JUDICIAL BRANCH AND JUDICIAL PROCEDURES|Chapter 633B - POWERS OF ATTORNEY|Section 633B.302 - Agent’s certification — optional form.

633B.302 Agent’s certification — optional form.   The following optional form may be used by an agent to certify facts concerning a power of attorney:  IOWA STATUTORY POWER OF ATTORNEY AGENT’S CERTIFICATION FORM  AGENT’S CERTIFICATION OF VALIDITY OF POWER OF ATTORNEY AND AGENT’S AUTHORITY  State of _________________________  County of ______________________   I, ______________________________ (name of agent), certify under penalty of perjury that ______________________________ (name of principal) granted me authority as an agent or successor agent in a power of attorney dated _____________________.   I further certify all of the following to my knowledge:   The principal is alive and has not revoked the power of attorney or the power of attorney and my authority to act under the power of attorney have not terminated.   If the power of attorney was drafted to become effective upon the happening of an event or contingency, the event or contingency has occurred.   If I was named as a successor agent, the prior agent is no longer able or willing to serve.   __________________________________________________________   __________________________________________________________   __________________________________________________________.   (Insert other relevant statements)  SIGNATURE AND ACKNOWLEDGMENT  _____________________________ _________________________  Agent’s Signature Date  _____________________________  Agent’s Name Printed  _____________________________  _____________________________  Agent’s Address  _____________________________  Agent’s Telephone Number  This document was acknowledged before me on _______________ (date), by __________________________ (name of agent)  _____________________________ (Seal, if any)  Signature of Notary  My commission expires ________________  This document prepared by  ___________________________________________________________  ___________________________________________________________  2014 Acts, ch 1078, §44; 2015 Acts, ch 29, §111  Referred to in §633B.119, 638.9
IA Code § 633B.401 (2021)
2021 Iowa Code|Title XV - JUDICIAL BRANCH AND JUDICIAL PROCEDURES|Chapter 633B - POWERS OF ATTORNEY|Section 633B.401 - Uniformity of application and construction.

633B.401 Uniformity of application and construction.   In applying and construing this chapter, consideration shall be given to the need to promote uniformity of the law with respect to the subject matter of this chapter among states that enact the uniform power of attorney Act.  2014 Acts, ch 1078, §45
IA Code § 633B.402 (2021)
2021 Iowa Code|Title XV - JUDICIAL BRANCH AND JUDICIAL PROCEDURES|Chapter 633B - POWERS OF ATTORNEY|Section 633B.402 - Relation to Electronic Signatures in Global and National Commerce Act.

633B.402 Relation to Electronic Signatures in Global and National Commerce Act.   This chapter modifies, limits, and supersedes the federal Electronic Signatures in Global and National Commerce Act, 15 U.S.C. §7001 et seq., but does not modify, limit, or supersede section 101(c) of that Act, 15 U.S.C. §7001(c), or authorize electronic delivery of any of the notices described in section 103(b) of that Act, 15 U.S.C. §7003(b).  2014 Acts, ch 1078, §46
IA Code § 633B.403 (2021)
2021 Iowa Code|Title XV - JUDICIAL BRANCH AND JUDICIAL PROCEDURES|Chapter 633B - POWERS OF ATTORNEY|Section 633B.403 - Effect on existing powers of attorney.

633B.403 Effect on existing powers of attorney.   Except as otherwise provided in this chapter:   1. This chapter applies to a power of attorney created before, on, or after July 1, 2014.   2. This chapter applies to all judicial proceedings concerning a power of attorney commenced on or after July 1, 2014.   3. This chapter applies to all judicial proceedings concerning a power of attorney commenced before July 1, 2014, including but not limited to proceedings pursuant to section 633B.116, unless the court finds that application of a provision of this chapter would substantially interfere with the effective conduct of the proceedings or the rights of the parties or other interested persons. In that case, the provision does not apply and the court shall apply prior law.   4. An act completed before July 1, 2014, shall not be affected by this chapter.  2014 Acts, ch 1078, §47
IA Code § 633C.2 (2021)
2021 Iowa Code|Title XV - JUDICIAL BRANCH AND JUDICIAL PROCEDURES|Chapter 633C - MEDICAL ASSISTANCE TRUSTS|Section 633C.2 - Disposition of medical assistance special needs trusts.

633C.2 Disposition of medical assistance special needs trusts.   Any income or assets added to or received by and any income or principal retained in a medical assistance special needs trust shall be used in accordance with a standard that is no more restrictive than specified under federal law. All distributions from a medical assistance special needs trust shall be for the sole benefit of the beneficiary to enhance the quality of life of the beneficiary, and the trustee shall have sole discretion regarding such disbursements to ensure compliance with beneficiary eligibility requirements. Any distinct disbursement in excess of one thousand dollars shall be subject to review by the district court sitting in probate. The department shall adopt rules pursuant to chapter 17A for the establishment and disposition of medical assistance special needs trusts in accordance with this section.  94 Acts, ch 1120, §4  C95, §633.708  95 Acts, ch 68, §8; 2005 Acts, ch 38, §53, 55  CS2005, §633C.2  2015 Acts, ch 137, §119, 162, 163  Referred to in §249A.3, 633C.4, 633C.5