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Public Trust Certificate of Administration

The Public Trust manages the finances of many clients and issues a Certificate of Administration as proof of their authority to act on behalf of a client.

This certificate should be accepted as sufficient evidence that the Public Trust has the right to act either alone or jointly with another person on behalf of a client.

There are two types of Public Trust Certificate of Administration forms:

  • Enduring Power of Attorney - this confirms that the client has signed an Enduring Power of Attorney and appointed the Public Trust to act on their behalf
  • Family Court Order - this confirms that the Family Court has appointed the Public Trust as the manager of the clients affairs under the Protection of Personal and Property Rights Act 1998

These certificates must be dated and signed by an authorised signatory of the Public Trust.

Letter of instruction

The Public Trust will also issue a letter of instruction with the Certificate of Administration requesting actions to be completed, for example, redirection of correspondence or redirection of benefit payments.

Note the Public Trust is not required to complete an agent form, redirection of benefit form or change of address form. A Certificate of Administration is to be accepted as proof of evidence that the Public Trust can act on behalf of the client.

Adding agency details

Details of the agency must be added to the client's CMS record, the rights and responsibilities selected to include the powers given to the Public Trust (outlined on the Certificate of Administration), and notes added in the comment field of the agent to advise that a Public Trust Certificate of Administration has been received.

This note must include the date that the Public Trust has been appointed, and any additional instructions, for example, redirection of benefit.

For more information see:

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