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alongside: a financial intervention order e.g. to sell a house, realise investments etc.The, be appropriate Is the adult incapable of managing his/her own finances? Are funds required, to this can be claimed through ATF (e.g. if savings or income from an occupational/personal pension
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can apply? An individual such as a relative or friend, a local authority or an other organisation may apply to access the funds belonging to an incapable adult. Organisations wishing to apply will have to provide information in our form to show that they are fit and proper, the funds belonging to an incapable adult. A Guide for Organisations is available for those that have
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a duplicate copy of the certificate of registration from us. The duplicate copy will always incorporate
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if care home fees have increased, or perhaps a lump sum from the adult’s account is needed to pay, a copy of it to the adult and all of the interested parties. If no objections are received, we
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wishes to resign should write to us, and where appropriate inform the following of their intention, there is a substitute attorney When notifying us of the resignation, if possible, the attorney should include, /revoke their PoA More information can be found in the Code of Practice provided by the Scottish
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Search If you have bought a property on the adult’s behalf List all heritable assets held at the start of the account, including any interest in a business, any investments (purchase of property) during the period of the account and the value of the heritable assets held at the close
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exemption. Title Description Fee Authority to Obtain Information about an Adult’s Funds Submission of an application for authorisation to obtain information about the adult’s, authorising any fund holder to provide the applicant with such information. £107 Application, , the submission of an application for authorisation to intromit with funds under section 25 of the Act and, where, to intromit with funds under section 31B of the Act and, where such an application is granted
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If using the EPOAR facility please note that from 21 November 2016 we will not issue paper copies of registered PoA documents to granters and specified persons.
All copies will be sent out electronically by email. If no email address is available the sender’s email address must be supplied instead, meaning they will be required to provide the copy to a granter or specified person. This copy will not need to be certified as it is for information purposes only
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with up to date contact details, see the data protection section for more information. Death, If the adult’s estate becomes more complex, e.g. the adult inherits money or property. It may then be more
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Please see instructions below if you are having trouble downloading downloading any of our forms on Google Chrome. Right click on the document and select 'Save link as' then 'OK' Click the drop-down arrow and select 'Keep' (see below) We think Google Chrome may be flagging these forms as dangerous as they have links within them. They are, however, 100% safe