The Money Carer Foundation

Referrer Details

Referrer Name*

Referrer Email*

Referrer Contact number*

Referrer Occupation*

Type of Service

What is your application for? *

Appointeeship

If a person is incapable of managing their own finances due to a physical or mental health incapacity and cannot cope with claiming benefits, paying bills or managing money they may need an appointee to provide help

Lasting Power of Attorney

A Lasting Power of Attorney is a legal document in which you appoint a person/s of your choice, in advance, to look after your affairs should you lose the ability to make decisions for yourself. There are two types of Lasting Power of Attorneys:

  1) To deal with your property and financial affairs (e.g. bank accounts, stocks and shares, house, benefits etc) and
  2) To deal with your health and welfare (e.g. making medical/welfare decisions).

You can appoint anyone over the age of 18, such as close family members, or a solicitor. We will work together with our colleagues at Linder Myers Solicitors, who will draft the legal document and act as attorney when requested.

A Lasting Power of Attorney is needed if the person:

  • Does not have an existing Lasting Power of Attorney or a Court appointed Deputy
  • Wants to make a Lasting Power of Attorney to appoint an Attorney to help make decisions about their property and financial affairs
  • Has capacity to do so (as at the present time)
  • Has assets for an Attorney to manage/make decisions in relation to

Deputyship

If a person is incapable of managing their own financial affairs, and has not got round to appointing an Attorney under a Lasting Power of Attorney, there is nobody to manage their financial affairs. An Appointee can manage their benefits, and basic finances, but if they have £16,000 or more, or a property, or an interest in one, then a Deputy will be needed. An application to the Court of Protection to appoint a Deputy must be made. We will work together with our colleagues at Linder Myers Solicitors, who will draft the court application and act as Deputy when requested.

A Deputyship is needed if the person:

  • Does not have an existing Lasting Power of Attorney or a Court appointed Deputy
  • Does not have capacity to manage their property and financial affairs (as at the present time)
  • Has assets totalling over £16,000 and/or a property which they own solely or jointly

One off Order with Court

If a person is incapable of managing their own financial affairs, and somebody needs specific authority to do something (such as access a bank account) but not continued authority, an application to the Court of Protection to grant this authority must be made. We will work together with our colleagues at Linder Myers Solicitors, who will draft the court application.

A one off order with court is needed if the person:

  • Does not have an existing Lasting Power of Attorney or a Court appointed Deputy
  • Does not have capacity to manage their property and financial affairs (as at the present time)
  • Has assets (such as a bank account/investment) which need dealing with as a one-off

Please note that the initial call to discuss this Deputyship, Lasting Power of Attorney or one off order will be from one of our colleagues at Linder Myers Solicitors to discuss the legal process involved in setting up a Court of Protection Deputyship, Lasting Power of Attorney or one off order .

A team member at The Money Carer Foundation will also be in touch to start the appointeeship application and start to progress the referral too.


Service User Information

Title *:

Date of Birth *

National Insurance Number *

Status *

Partner's Full Name

Partner's National Insurance Number

Partner's Date of Birth


Service User Accommodation

Address Details *





Phone Number *

Housing Category *









How is their accommodation funded? *









Type of placement:

Housing Association/ Landlord's name Email

Housing Association/ Landlord's address




Local authority name

Property Type






Heating Type

Number of Rooms

Approximate age of property

Number of Adults Living at this address *

Provide full names of all adults residing at this address


Number of Children Living at this address *

Provide full names of all children residing at this address



Previous Addresses

Address Details 1 (optional)





Address Details 2 (optional)





Address Details 3 (optional)






Welfare Benefits & Income Types

Please select any benefits the service user receives, adding the amount the client receives for each*

£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£


Debts/ Outgoings

Please identify any known debts the service user has


Care Provision

Who provides care for the service user? *

Agency Name

Contact Number

Contact email

Address




How is care funded? *

Please state the amount weekly:  

Has the service user ever received NHS funded care? *

Have the care needs of the service user been assessed by the NHS? *

Is there a care plan in place? *

When was this last reviewed


Personal budget details

Please provide details of any additional care/support the service user receives. Please also include costs for any additional activities.

Is there a Direct Payment in place? *

How much?

How often?

Who currently manages the Direct Payment account?

Has a financial assessment been completed by the Local Authority? *

Please provide an approximate date of assessment

Date of last care bill


GP Details

GP Surgery*

GP email

GP phone number

GP Address





Assets and Capital

Does the Service User have a Bank Account? *

Sort Code

Account number

Account name

Account value

Does the Service User have a more than one Bank Account? *

Does the Service User have a Post Office Account? *

Sort Code

Account number

Account name

Account value

Does the Service User have any Stock or Shares? *

Reference number

Name of bank/investment company

Approximate value

Does the Service User have any investments? *

Please provide details including approximate value

Does the Service User have any Properties, including own home and investment? *

Please provide details including approximate value

Does the Service User have any Inheritance? *

Please provide details including approximate value

Does the Service User have any Compensation? *

Please provide details including approximate value


How will the Service User Access funds?

We can open a new bank account for the service user with our partner bank, Advance Payment Solutions, if the service user does not have a current bank account or does not have access to the money in their current account. We provide a carer card service. This card can be issued to a named individual to have access to limited funds for shopping etc. Please note there are additional costs for setting up a bank account or having a carer's card.

Please select below your preferred option *

1) Client has the capacity to use a Bank account to access spending money


2) Client lacks the capacity to use a Bank Account to access spending money

Should you require further information regarding this please call our Office on 01928 238727 and we will be happy to assist you in choosing the best option for the client.


Overview of Service User's Circumstances

Has a capacity assessment been carried out within the last 12 months, and if so what was the outcome? *

Has a best interest meeting taken place? *

When did this meeting last take place?

Does the service user have home contents/buildings insurance? *

Please provide the details of the provider

Does the service user have a funeral plan in place? *

Please provide the details of the provider

Has the service user made will? *

Is there a current Appointee or, Lasting Power of Attorney, or Deputy in place? *

Please provide the details of the current appointee, Lasting Power of Attorney or Deputy

Has any legal order been made from the Mental Health Act or the Mental Capacity Act including Deprivation of Liberty (DoL)? *

Is the service user part of a current safeguarding process as a result of concerns? *

Please provide more details

Has the service user experienced fraud or financial scamming? *

Does the service user have a car? *

Vehicle Registration:

Is this part of a Motability policy?

Please provide details of the Service Users Vulnerability/Disability Diagnosis *


Other information

Family / friends contact details

Visitor Details (individuals who visit the client regularly or not)

Other information you believe is useful to us


Declarations

I have read and accept the MCF Procedures and Policies
I agree that if I cancel this application later than 24hrs after submission fees will be incurred as per the policy document above