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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.
Published 2 September 2013
Last updated 16 December 2016 — see all updates
Last updated 16 December 2016 — see all updates
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, 138KB, 9 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, 575KB, 12 pages
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Part 4 – Attorney
PDF, 132KB, 54 pages
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Part 5: Appointee
PDF, 315KB, 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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Details
This guide covers the procedures for dealing with agents, appointees, attorneys, deputies and third parties. It is for use by staff in:
- the Department for Work and Pensions
- the Northern Ireland Social Security Agency
- the Veterans Agency
Why we publish this guide
We publish this guide to help people understand how we make decisions.
Services and information
Find out more about about taking responsibility for someone’s financial affairs or dealing with their benefits or pension for them.
Published 2 September 2013
Last updated 16 December 2016 + show all updates
Last updated 16 December 2016 + show all updates
- Revised AAADG part 5: Appointee, paragraph 5220 - If an Organisation is the prospective appointee.
- Revised AAADG part 5: Appointee.
- Revised AAADG part 5 and added appointee amendment summary and appendices 22 and 23.
- First published.