When someone makes a power of attorney, they appoint someone else to act on their behalf.

You can also arrange for someone to deal with your benefits or tax credits case by giving them power of attorney. You will need to fill in an application form, and someone will arrange to visit you and the person you want to act on your behalf. You should contact the office which deals with your benefits or tax credits. If this is the case, you can ask for someone else, usually a relative but sometimes a friend or neighbour, to be made your appointee. Informing benefit or tax credit offices about any changes of circumstances You might need someone to deal with all aspects of your benefits or tax credits case, not just collecting payments. If you want someone to cash a benefit or tax credits cheque for you on a regular basis, you should contact the office that deals with your benefits or tax credits payments to let them know. If your benefits or tax credits are normally paid by cheque, you can fill in the back of the cheque to allow someone else to cash it for you. Someone who regularly collects benefit for someone else is often called an agent. If the money is paid into a post office card account and needs to be regularly collected by someone else, contact the post office and ask about arranging for someone else to collect it. You might have to fill out a third party mandate – see Bank and building society accounts above. If the benefits or tax credits are paid into a bank or building society account, contact the bank or building society to arrange for someone else to collect them.

If you are unable to collect your benefits or tax credits for any reason, you might want someone else to collect them for you. However, if you need someone to be able to operate more than one account for you, or you need someone to manage your financial affairs on a more long-term basis, you might want to think about making a power of attorney – see under power of attorney. Many banks have their own form, called a form for third party mandate, which they will ask you to complete and return to them. If all you need is for someone to be able, temporarily, to operate a bank account for you, you can just write to your bank. There are different types of power of attorney – see Power of attorneyĪs a deputy appointed by the Court of Protection – see under Who can make decisions when someone loses mental capacity and there's no power of attorney With a letter or a third party mandate to deal with a bank, building society or other financial account – see Bank and building society accountsĪs an agent or appointee to deal with someone's welfare benefits or tax credits – see Welfare benefits and tax credits Choosing the right one will depend mainly on the circumstances of the person whose affairs you want to manage, and whether or not they have mental capacity – see under heading When does someone lack mental capacity? You can look after someone's affairs in one of the following ways: There are different ways of managing someone’s affairs. You might want to manage someone else's affairs because they:Īre ill or disabled, either temporarily or on a long-term basisĪre unable to make decisions for themselves, because of mental illness or other reasonsĭifferent ways of managing someone's affairs Making decisions about their day-to-day personal care or health care Looking after their bank accounts, savings, investments or other financial affairsīuying and selling property on their behalfĬlaiming and spending welfare benefits on their behalf Managing someone else's affairs can mean a number of things, including: It also has information if you want someone else to manage your affairs for you. This page has information for people who want to manage someone else's affairs.

Ca financial power of attorney