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 17 January 2019 — see all updates
From:
Department for Work and Pensions

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, 270KB, 56 pages

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Part 5 – Appointee

PDF, 94.2KB, 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 17 January 2019 + show all updates
  1. Revised Part 4 - Attorney, paragraphs 4121 and 4151, and Part 5 - Appointee, paragraph 5210 step 3.
  2. Revised AAADG part 5: Appointee, paragraph 5220 - If an Organisation is the prospective appointee.
  3. Revised AAADG part 5: Appointee.
  4. Revised AAADG part 5 and added appointee amendment summary and appendices 22 and 23.
  5. First published.

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