Apply

You need to apply to:

  • open an account for someone
  • manage an account for someone

You must be appointed by the Court of Protection as the person’s property and affairs deputy.

If your application is successful, you’ll be able to make withdrawals from the bank account that you run on behalf of the person whose affairs you manage.

  1. Check the details on the court order that appointed you as deputy - you’ll need the date of the order and the case number.

  2. Fill in form CFO A to apply for authority to make withdrawals - give your bank account details and tick the ‘New details’ box.

  3. Attach a copy of your bank statement (less than 3 months old) or a letter from your bank to confirm your bank account details.

  4. Fill in form CFO L to pay money in to the account at the same time as applying - attach a cheque made payable to the ‘Accountant General of the Senior Courts’.

  5. Send forms and attachments together with a copy of the original court order that appointed you as deputy - it must have a seal. The address is on the forms.

You’ll get a letter from the Court Funds Office within 5 working days to confirm that you’re set up to manage the account.

Your form will be returned if your application cannot be processed - you’ll be told what you can do to fix this.