authority to transact business of the type requested. For instance, if the Power of Attorney document grants the attorney-in-fact broad discretion to handle all banking and financial transactions, the fund will accept directions regarding benefit check delivery. If, on the other hand, you grant what is known as a Health Care Power of Attorney, the attorney-in-fact does not have the authority to direct the fund on any matter, even something as simple as an address change. If you want to name a Power of Attorney for fund business only, without incurring the expense of legal counsel, the fund can provide a Limited Power of Attorney for Members and Recipients (State Form 49614). However, this Power of Attorney applies only to fund business and is not valid for general public use. To receive a copy of this form to be completed and returned to the address on the form, contact INPRS. If an attorney-in-fact attempts to act on your behalf, the fund will require a copy of the Power of Attorney. If a copy of the Power of Attorney is not in your file, the requested transaction will be denied. The denial will then be returned to the attorney-in-fact, requesting proof of legal authority to act on your behalf. NOTE: Indiana law has very specific requirements for a Power of Attorney to be valid. Your signature must be witnessed and attested to by a Notary Public. Further, the Notary Public must sign the document along with the attorney’s printed name and notarial seal. 10.7 Guardian INPRS honors requests and directions from a legally appointed guardian of your estate. Before INPRS can recognize acts of a guardian, INPRS must receive copies of the Letters of Guardianship and/or other official court documents appointing the guardian. A guardian is appointed only when you are declared incompetent by a court of law while you are under an active guardianship and unable to act on your own behalf. INPRS will not recognize your acts until provided proof that your right to act on your own behalf has been restored. 10.8 Access to Records Member Records & Confidentiality Member records are confidential by law. INPRS will only release your name and years of participation credit. Member records are not public records. INPRS can provide information from your records to you, or to one of the following:  a guardian,  a representative of your estate,  an attorney-in-fact (aka Power of Attorney or POA),  someone to whom you have given express permission, or  someone named by a court order. Indiana law, 35 IAC 1.2-1-5 and IC 5-10.5-6-4, outlines INPRS confidentiality rules and allows INPRS, at its discretion, to provide member information to:  members of the Indiana General Assembly,  state agencies,  quasi-governmental agencies,  any person with the member's written permission, including a Power of Attorney,  an active member's employer, TRF My Choice: Retirement Savings Plan Member Page 29 of 30 Handbook Effective: 07/01/2024

Teachers’ Retirement Fund My Choice Plan Member Handbook - Page 29 Teachers’ Retirement Fund My Choice Plan Member Handbook Page 28 Page 30