Guidance

Agents, appointees, attorneys, deputies and third parties: staff guide

A guide to help staff deal with agents, appointees, attorneys, deputies and third parties in a consistent way.

Documents

About this guide

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Contents

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Part 1 - Other Payees

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Part 2 - Deputy (England and Wales)

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Part 3 - Guardian, Curator Bonis and Tutor, Scotland

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Part 4 - Attorney

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Part 5 - Appointee

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Part 6 - Action following verification of a PAB/COP

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Part 7 - Split Payment Payee

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Part 8 - Collection of payment by an individual 3rd party

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Appendix 1 - An example of form BF56

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Appendix 2 - An example of form BF57

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Appendix 3 - An example of form BF58

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Appendix 4 - Aide Memoire - Official use

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Appendix 5 - Aide Memoire - Appointee use

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Appendix 6 - Draft letter to appointee/attorney about withholding benefit

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Appendix 7 - An example of a Deputies order of appointment

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Appendix 8 - An example of an evidence of appointment for a Curator Bonis

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Appendix 9 - Prescribed format for an Enduring Power of Attorney for the period 10 March 1986 to 31 October 1987

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Appendix 9a - Prescribed format for an Enduring Power of Attorney for the period 1 November 1987 to 31 July 1990

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Appendix 10 - Prescribed format for an Enduring Power of Attorney issued after 31 July 1990

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Appendix 11 - An example of a Power of Attorney issued under section 10 of the Power of Attorney Act 1971

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Appendix 12 - An example of a Scottish Power of Attorney

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Appendix 13 - Scottish Power of Attorney under the Adults with Incapacity (Scotland) Act 2000

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Appendix 14 - Vaidation stickers used on EPA/LAP's registered after 10 October 2007

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Appendix 15 - An example of Lasting Power of Attorney Property and Affairs

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Appendix 16 - Letter for use where Power of Attorney is granted by a capable customer

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Appendix 17 - Appointee not suitable

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Appendix 18 - Doubts about appointees behaviour

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Appendix 19 - Appointee Review Process

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Appendix 20 - Appointee Review Letter

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Appendix 21 - EPOAR Example Certificate

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Abbreviations

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May 2007 amendment package

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August 2008 amendment package

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August 2009 amendment package

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August 2010 amendment package

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September 2011 amendment package

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June 2012 amendment package

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