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Filling Cop1a Form Guidance
Summary
To fill out the COP1A form for deputyship, gather financial details like income, expenses, assets, and liabilities. If you lack a Lasting Power of Attorney, apply for Deputyship through the Court of Protection. Contact banks for statements, and if needed, seek an interim order from the Court of Protection. Fees may apply, and organizations like Citizens Advice Bureau, solicitors, and local councils can assist. The Office of the Public Guardian can also provide guidance.Full Conversation
Hi, I'm currently in the process of filling out the forms for property and finances for my mum and I need to fill in the COP1A form regarding finances. I've contacted mum's bank, but they said they can't send me copies of her bank statements, which I need to fill in the form. What do I do?
Hi ****! Here are a few steps you can take:
- Check if you have a Lasting Power of Attorney (LPA) for your mum. This would give you the authority to access her financial information.
- If you don't have an LPA, you may need to apply for a Deputyship through the Court of Protection.
- You can ask the bank if they can provide statements directly to the Court of Protection.
Do you have a Lasting Power of Attorney for your mum?
- Check if you have a Lasting Power of Attorney (LPA) for your mum. This would give you the authority to access her financial information.
- If you don't have an LPA, you may need to apply for a Deputyship through the Court of Protection.
- You can ask the bank if they can provide statements directly to the Court of Protection.
Do you have a Lasting Power of Attorney for your mum?
I'm aplying for court of protection and need to fill in that form
Hi ****! I understand that you're applying for a Deputyship through the Court of Protection. Here are some steps you can take when you need bank statements for the COP1A form:
- Inform the bank that you are applying for a Deputyship and need the statements for the application process.
- Provide the bank with any documentation from the Court of Protection to support your request.
- If the bank still refuses, you can notify the Court of Protection about the issue and ask for their guidance.
Have you received any documentation from the Court of Protection yet to show the bank?
- Inform the bank that you are applying for a Deputyship and need the statements for the application process.
- Provide the bank with any documentation from the Court of Protection to support your request.
- If the bank still refuses, you can notify the Court of Protection about the issue and ask for their guidance.
Have you received any documentation from the Court of Protection yet to show the bank?
do you have the number I can phone up for help filling out the form
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Hi ****! You can contact the Court of Protection for help with filling out the form. Here are their contact details:
Phone: * * *
Website: https://www.gov.uk/court-of-protection
Is there anything else you need assistance with?
Hi ****! You can contact the Court of Protection for help with filling out the form. Here are their contact details:
Court of Protection
Phone: * * *
Website: https://www.gov.uk/court-of-protection
Is there anything else you need assistance with?
the bank says I need a interim court of protection to be able to get copies of mums statement
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Hi ****! The bank is requesting an interim order from the Court of Protection to release your mum's bank statements. Here’s what you can do:
- Contact the Court of Protection to inquire about obtaining an interim order.
- Explain your situation to them and follow their guidance on the necessary steps.
Would you like more details on how to proceed with obtaining an interim order?
Hi ****! The bank is requesting an interim order from the Court of Protection to release your mum's bank statements. Here’s what you can do:
- Contact the Court of Protection to inquire about obtaining an interim order.
- Explain your situation to them and follow their guidance on the necessary steps.
Would you like more details on how to proceed with obtaining an interim order?
yes
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Hi ****! To proceed with obtaining an interim order from the Court of Protection, follow these steps:
- Contact the Court of Protection at * * *.
- Inform them that you need an interim order to access your mum's bank statements.
- Provide any relevant documentation and details they request.
Is there anything else you need help with?
Hi ****! To proceed with obtaining an interim order from the Court of Protection, follow these steps:
- Contact the Court of Protection at * * *.
- Inform them that you need an interim order to access your mum's bank statements.
- Provide any relevant documentation and details they request.
Is there anything else you need help with?
do I have to pay for that?
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Hi ****! Yes, there may be fees associated with applying for an interim order from the Court of Protection. It's best to contact them directly to get detailed information about any costs involved. Do you have any other questions or need further assistance?
Hi ****! Yes, there may be fees associated with applying for an interim order from the Court of Protection. It's best to contact them directly to get detailed information about any costs involved. Do you have any other questions or need further assistance?
is there anyone who helps with the deputyship process
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Hi ****! Yes, there are several organizations and legal services that can assist with the deputyship process. You might want to reach out to:
- Citizens Advice Bureau: They offer free advice and can guide you through the process.
- Solicitors: Many solicitors specialize in deputyship applications and can provide professional assistance.
- Local Councils: Sometimes, local councils offer support for deputyship applications.
Would you like more information on any of these options?
Hi ****! Yes, there are several organizations and legal services that can assist with the deputyship process. You might want to reach out to:
- Citizens Advice Bureau: They offer free advice and can guide you through the process.
- Solicitors: Many solicitors specialize in deputyship applications and can provide professional assistance.
- Local Councils: Sometimes, local councils offer support for deputyship applications.
Would you like more information on any of these options?
can the opg help me?
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Hi ****!
The Office of the Public Guardian (OPG) might be able to offer some guidance on the deputyship process. They oversee the functioning of deputies and can provide information on the application process. It might be worth contacting them for advice.
Would you like more information on how to contact the OPG or any other assistance?
Hi ****!
The Office of the Public Guardian (OPG) might be able to offer some guidance on the deputyship process. They oversee the functioning of deputies and can provide information on the application process. It might be worth contacting them for advice.
Would you like more information on how to contact the OPG or any other assistance?
yes
Case Rating: *
Hi ****! You can contact the Office of the Public Guardian (OPG) for assistance with the deputyship process. Here are their contact details:
Hi ****! You can contact the Office of the Public Guardian (OPG) for assistance with the deputyship process. Here are their contact details:
Office of the Public Guardian
Phone: * * *
Website: https://www.gov.uk/government/organisations/office-of-the-public-guardian
Would you like help with anything else?
Phone: * * *
Website: https://www.gov.uk/government/organisations/office-of-the-public-guardian
Would you like help with anything else?
cop1a form
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Hi ****! Here’s some information about the COP1A form:
- The COP1A form is used for providing details about a person's property and financial affairs when applying to be their deputy.
- Ensure you have all necessary financial information, including income, expenses, assets, and liabilities.
Would you like specific guidance on any section of the form?
Hi ****! Here’s some information about the COP1A form:
- The COP1A form is used for providing details about a person's property and financial affairs when applying to be their deputy.
- Ensure you have all necessary financial information, including income, expenses, assets, and liabilities.
Would you like specific guidance on any section of the form?
how do i get the information needed to fill it in?
Case Rating: *
To fill out the COP1A form, you need detailed financial information about your mum. Here are steps to gather it:
- Request information from banks, pension providers, and financial institutions.
- Collect details of income, expenses, assets, and liabilities.
- Contact the Court of Protection or OPG for any specific guidance on accessing financial records.
Would you need more detailed guidance on a specific section of the form?
To fill out the COP1A form, you need detailed financial information about your mum. Here are steps to gather it:
- Request information from banks, pension providers, and financial institutions.
- Collect details of income, expenses, assets, and liabilities.
- Contact the Court of Protection or OPG for any specific guidance on accessing financial records.
Would you need more detailed guidance on a specific section of the form?
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