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

PDF, 23.6KB, 8 pages

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Contents

PDF, 42.3KB, 8 pages

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Part 1 – Other Payees

PDF, 86.2KB, 22 pages

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Part 2 – Deputy (England and Wales)

PDF, 28.6KB, 16 pages

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Part 3 – Guardian, Curator Bonis and Tutor, Scotland

PDF, 34.6KB, 12 pages

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Part 4 – Attorney

PDF, 132KB, 54 pages

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Part 5 – Appointee

PDF, 92.1KB, 23 pages

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Appointee guidance amendments summary

PDF, 20.3KB, 1 page

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Part 6 – Action following verification of a PAB/COP

PDF, 85.1KB, 10 pages

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Part 7 – Split Payment Payee

PDF, 19.9KB, 8 pages

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

PDF, 23.2KB, 6 pages

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Appendix 1 – An example of form BF56

PDF, 109KB, 8 pages

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Appendix 2 – An example of form BF57

PDF, 91.2KB, 4 pages

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Appendix 3 – An example of form BF58

PDF, 40.8KB, 2 pages

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Appendix 4 – Aide Memoire - Official use

PDF, 12.5KB, 2 pages

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Appendix 5 – Aide Memoire - Appointee use

PDF, 11.9KB, 1 page

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

PDF, 13.8KB, 2 pages

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Appendix 7 – An example of a Deputies order of appointment

PDF, 25.2KB, 4 pages

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

PDF, 38.5KB, 4 pages

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

PDF, 10.9KB, 2 pages

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

PDF, 31.3KB, 5 pages

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

PDF, 34.4KB, 4 pages

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

PDF, 9.33KB, 2 pages

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Appendix 12 – An example of a Scottish Power of Attorney

PDF, 17.5KB, 4 pages

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

PDF, 32.7KB, 10 pages

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

PDF, 19.9KB, 2 pages

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

PDF, 23.5KB, 2 pages

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

PDF, 21.2KB, 2 pages

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Appendix 17 – Appointee not suitable

PDF, 16.7KB, 2 pages

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Appendix 18 – Doubts about appointees behaviour

PDF, 18.1KB, 2 pages

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Appendix 19 – Appointee Review Process

PDF, 47.4KB, 6 pages

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Appendix 20 – Appointee Review Letter

PDF, 17KB, 2 pages

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Appendix 21 - EPOAR Example Certificate

PDF, 95.9KB, 9 pages

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Appendix 22 – Human trafficking

PDF, 16.3KB, 1 page

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Appendix 23 – Assessing capacity in relation to financial matters

PDF, 18.4KB, 3 pages

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Abbreviations

PDF, 16.8KB, 4 pages

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May 2007 amendment package

PDF, 453KB, 182 pages

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August 2008 amendment package

PDF, 830KB, 242 pages

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August 2009 amendment package

PDF, 131KB, 16 pages

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August 2010 amendment package

PDF, 143KB, 34 pages

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September 2011 amendment package

PDF, 281KB, 58 pages

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June 2012 amendment package

PDF, 1.28MB, 57 pages

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Detail

Published:
Updated:

+ full page history

Revised AAADG part 5 and added appointee amendment summary and appendices 22 and 23.
First published.
From:
Department for Work and Pensions