DEP2 Information for Court of Protection Team – Deputyship Application As the basis for the application please complete this form with as much information as possible/or that you are able to find out. Full Name (Including Title) Details of Respondents This should be any person(s) who you reasonably believe has a significant interest in the Service Users affairs, which means they ought/want to be heard by the court in relation to the hearing Full name including title Full address including postcode, telephone number & e-mail address Connection to the Service User Other People who will need to be notified You should try to identify at least 3 people to be notified in the application that have not been named above Please turn over for guidance notes Full name including title D:\106740888.doc Full address including postcode, telephone number & e-mail address Connection to the Service User a) b) c) d) e) f) g) h) i) j) If close family member have not been named above they should be listed in descending order as shown below. You do not need to provide details of close family members who have had little or no involvement with the Service User or If there is another good reason why they should not be notified In some cases, the Service User may be closer to people who are not relatives and if so please provide their details If you decide to list family in any categories shown below then all family falling in that category should be listed unless there are good reasons why they should not be notified Spouse or civil partner Person who is not a spouse or civil partner but who has been living with the person to whom the application relates as if they were Parent or guardian Child Brother or sister Grandparent or grandchild Aunt or uncle Niece or nephew Step-parent Half-brother or half sister Are you aware of any previous application(S) to the Court of Protection for the Service User If Yes Please Supply the following details *Yes / No The name of the applicant The date of the order Case number Copy of court order attached * Delete as applicable *Yes / No What type of accommodation is the Service User living in Own Home Family member/friend’s home (including spouse/civil partner) Private rented home Council rented home Housing Association rented home Supported housing e.g. provided by organisation such as YMCA Local Authority nursing home or residential home Private nursing home or residential home NHS accommodation e.g. hospital, hostel Private hospital Other (please give details below) When did Service User move to Current address? (if Known) D:\106740888.doc If Service User lives in private accommodation do they share it with anyone else *Yes / No * Delete as applicable If Yes, please give the name of the other person(s) and state their connection to the person to whom the application relates Marital Status Married or in a civil partnership In a relationship with a person who is not a spouse or civil partner, but living together as if they were Separated Divorced or their civil partnership has dissolved …………………………………………… Date of divorce/dissolution Widowed or a surviving civil partner Date of death or spouse/civil partner …………………………………………… Single Do you personally visit the Service User *Yes / No If Yes how frequently Does anyone else visit the Service User * Delete as applicable *Yes / No If Yes please provide details of the most frequent visitors Please include Name, connection to Service User and frequency of visits Name D:\106740888.doc Connection to the Service User Frequency of visits If Service User lives in his/her own home, please give brief details of the arrangements made for domestic assistance and care and details of any proposed changes, e.g. meals on wheels, homecare or any disability equipment they have. Please provide name, address and telephone number for any GP or practitioner of the Service User Is there a Guardianship Order on the Service User * Delete as applicable *Yes / No If Yes please give below the full name, address and telephone number of the guardian or name of the Local Authority Has the Service User made a Will If Yes do you know who holds the will * Delete as applicable If Known please give name and contact details below If Known, please give the names of the executor(s) of the will D:\106740888.doc *Yes / No / Not Known *Yes / No Has the Service User granted a power of attorney, enduring power of attorney or lasting power of attorney *Yes / No / Don’t know * Delete as applicable If Yes please state which type(s) Date Granted Power of attorney Enduring power of attorney Lasting power of attorney for property and affairs Lasting power of attorney for personal welfare Has the power of attorney, enduring power of attorney or lasting power of attorney been registered with the Public Guardian *Yes / No / Don’t know * Delete as applicable If Yes please state the date(s) of registration Enduring power of attorney Lasting power of attorney Has there been any unsuccessful applications to register either of the above with the Public Guardian *Yes / No / Don’t know Please detail below name and address of any attorneys who act (or have acted) for the Service User Does the Service User receive any Social security benefits * Delete as applicable What is the Service User’s National Insurance Number D:\106740888.doc *Yes / No Please give details below Social security benefit Weekly amount Received by State retirement pension Attendance allowance Severe disablement allowance Disability living allowance Incapacity benefit Income support Council tax benefit Child benefit Other type of benefit (please give details) Does the Service User receive any occupational/company pensions or annuities *Yes / No * Delete as applicable If Yes please give details below Name, address and reference of the company/payer D:\106740888.doc Amount Received (indicate gross or net) Frequency of payments Is the Service User entitled to any income, property in the UK or abroad or capital from a trust (i.e. where the Service User receives a benefit from such things as property/money which is managed by someone else for their benefit, e.g., a house which is owned by someone other than the Service User, but rented out and the Service User gets the benefit of the rent or a lump sum of money which the Service User cannot touch, but can have the interest from. * Delete as applicable *Yes / No If Yes please give details below of any interest in a trust or similar to which the Service User is or may become entitled. Please give the circumstances under which the Service User will become entitled, together with details of the property and particulars of the will or settlement and the names of the present trustees. Does the Service User have any interest in the estate of someone who has died or are they likely to shortly become entitled to such an interest *Yes / No * Delete as applicable If Yes please give details below of any interest to which the Service User has become entitled or may become entitled under a will or intestacy Has the Service User recently received a damages award (e.g. following a road accident or medical negligence) or are they expected to receive a damages award? *Yes / No * Delete as applicable If Yes please give details below including the name and address of solicitors involved on the case and the present position with regard to the litigation. Is a settlement/trial imminent? Has the Service User made a claim to the Criminal Injuries Compensation Authority? *Yes / No * Delete as applicable If Yes please give details below the name and address of solicitors involved on the case and details of any awards or interim payments, including the amount. D:\106740888.doc Please give details below of any income the Service User receives from employment Please list below any income to which the Service User is or may become entitled which has not been mentioned elsewhere, e.g. maintenance income. Does the Service User have any money held in bank or building society accounts *Yes / No * Delete as applicable If Yes please give details below (Please give details of any additional accounts on an additional sheet) Account 1 Name and full postal address of the bank/building society branch where the account is held Name of the account Sort Code Account Number Type of account (e.g. current, deposit, high, interest) How much is in the account? If the account is a joint account, please give the name and address of the coholder If the account is a joint account please give a brief explanation of the circumstances in which the monies came to be held in a joint account. D:\106740888.doc Account 2 Account 3 Does the other person or organisation (other than those already mentioned) hold money for the Service User. *Yes / No * Delete as applicable If Yes please give full details below including the name and address of those involved, the amount held and the reason for holding the money. Does the Service User own or have an interest in any investments such as stocks and shares, unit trusts, bonds etc? *Yes / No * Delete as applicable If Yes please give below full list of the investments. Does the Service User have any life assurance policies? * Delete as applicable *Yes / No If Yes please give below full details of any policies, the premiums payable and whether you wish to continue of keep the policies going. D:\106740888.doc Does the Service User own any land or property in the UK or abroad? * Delete as applicable *Yes / No If Yes please enter below the address and state Whether the land or property is freehold, leasehold, or commonhold property. The approximate value of each property If any land is owned jointly, please give details of the other joint owners and state what share of the property is held by the Service User If any property has a mortgage owing, please give details including the names of the people who have taken out the mortgage, the mortgage provider and the outstanding balance. If Leasehold please give details (if known) of the length of the lease, any rent or service charges payable and any restriction on the sale of the property. Please detail below any potential valuable items, if known, and where they are held, e.g. Royal Dolton, Beswick, Wedgwood, collectable items, jewellery. Items Does the Service User own or have any interest in a business? * Delete as applicable *Yes / No If yes please provide the name and details of the business, who is running the business, and the role/interest of the Service User. D:\106740888.doc Does the Service User any outstanding debts? e.g. Credit Card, loans, utility bills, accommodation charges, disability grants repayments. *Yes / No * Delete as applicable If yes please give details of any debts to the Service User including the names of any creditors and the amounts of the debt Name of Creditor Amount Does anyone owe the Service User money? *Yes / No * Delete as applicable If yes please give details including who owes the money and the amounts. Name of Person owing money Amount Please detail any other property in the UK or abroad or other assets which the Service User may own or have an interest in which have not been mentioned elsewhere in this form. If the Service User is in a nursing or residential home or some other type of accommodation that is charged for, please state the cost of the accommodation and whether the amount is the annual, quarterly, monthly or weekly cost. * annual, quarterly, monthly or weekly (* Delete as applicable ) Has the Service User been assessed by the Local Authority to pay a contribution towards their accommodation costs * Delete as applicable D:\106740888.doc £ * Yes / No Please give below information about any regular gifts and regular charitable donations made by the Service User. Please give below any information on any recent significant expenditure made on behalf of the Service User, either using their funds or funds provided by someone else. Please provide below any additional background information about the Service User that is relevant to the application (such as key dates and facts). D:\106740888.doc List of Key Professionals involved in completion of the form Department Joint Finance Unit Visiting Finance Officer Legal Services Social Worker / Social Care Assessor D:\106740888.doc Name Date