Adults with incapacity: code of practice for those authorised to access funds

Annex 2: LIST OF APPLICATION FORMS RELATING TO ACCESS TO FUNDS

The forms you need to complete will depend on your starting point and the financial arrangements needed. The forms are self explanatory and guidance notes on completion of the forms are built in. However, if you are unsure of anything you should contact the Office of the Public Guardian where staff will be happy to assist. A full list of the forms and what they are for is given below for easy reference.

Application forms can be obtained direct from the Office of the Public Guardian. The forms can also be obtained from the Public Guardian's website:www.publicguardian-scotland.gov.uk.

FORMS FOR MAKING AN APPLICATION TO ACCESS FUNDS

Request account information - Form ATF(1)

This form requires to be completed by applicants who propose to use the access to funds scheme but do not have sufficient financial information available to allow them to progress an application or decide if the scheme is suitable.

Medical Certificate (to be completed by a medical practitioner) to accompany Form ATF(1) - copy issued with application form.

Open accounts and/or Access to funds - Form ATF(2)

This form requires to be completed by all applicants, who wish to open/or and operate the access to funds scheme on behalf of an adult. The main purpose of the access to funds scheme is for authority to use the adults funds for his/her benefit. The application form gives examples of how this should be done.

Medical Certificate (to be completed by a medical practitioner) to accompany Form ATF(2) - copy issued with the application form. Note that certificate is not required to accompany form ATF(2) if your entry point to the scheme was using form ATF(1).

Transition from guardianship - Form ATF(7)

This form should be used where there is a guardian with powers relating to the property and financial affairs of an adult and it is felt that the affairs can be properly managed using a lesser form of intervention, i.e. access to funds scheme.

FORMS FOR APPLICATIONS THAT CAN BE MADE AFTER YOU HAVE BEEN AUTHORISED TO ACCESS FUNDS

Additional joint withdrawer(s) - Form ATF(3)

This form should be used where an access to funds is already approved and the applicant wishes additional persons to be appointed or some other person wishes to be appointed with the approval of the main withdrawer.

Addition of reserve withdrawer - Form ATF(4)

This form should be used where an access to funds is already approved and the main withdrawer wishes to identify a reserve withdrawer.

Variation of basic or other financial transactions - Form ATF(5)

This form should be used where an access to funds is already approved and there is a need to vary the existing financial arrangements or to carry out other financial transactions not identified in the original application.

Renewal of authority to intromit - Form ATF(6)

This form should be used where an access to funds is already approved and the period of authority is about to expire or an appointed reserve withdrawer is aware that the existing withdrawer is no longer able or capable of acting as withdrawer to the adult.