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https://publicguardian.blog.gov.uk/2024/02/13/your-questions-answered-reporting-and-making-changes-to-your-lpa/

Your questions answered: Reporting and making changes to your LPA

Posted by: , Posted on: - Categories: FAQs, Future planning, lasting power of attorney, LPA

[English] - [Cymraeg]

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We receive thousands of phone calls each week from people looking for help and information on the lasting power of attorney (LPA) process. This blog series answers your questions by breaking down the different stages of your LPA journey.   

Here we look at common questions about reporting and making changes to your LPA. See also:

Completing forms

Includes signing forms in order

Payments and fees

Includes cheques and applying for remissions and exemptions

Attorneys, witnesses and certificate providers

Includes making a start and who to involve

Using your LPA

Includes reference numbers, activation keys and access codes

 

When contacting our customer service team via email about an existing LPA please include: 

  • Donor's full name 
  • Donor's full address 
  • Donor's date of birth 
  • Your relationship to the application 
  • Your full name 
  • Your full address 
  • Reference number (if known) 

If you are the donor, please provide information for one of your attorneys. Include: 

  • Attorney's full name 
  • Attorney’s full address 

 

How do I report a death?   

You must inform OPG by email, phone or letter and return the original LPA and all certified copies . If the LPA is cancelled following the death of the donor or attorney, the LPA will be destroyed unless you instruct us otherwise. If you wish the LPA to be returned, please provide a return address when sending your documents to us.  

You do not need to send the death certificate unless requested to do so in a letter or email. If we do request to see the death certificate it must be the original.

Find more information on our GOV.UK page. 

 

I would like to remove an attorney, how is this done?   

If you wish to remove one attorney from your LPA this is referred to as ‘partial deed of revocation’.  Please see the information on our GOV.UK page.  

Please note it is not possible to add an attorney to an existing LPA. This will require a new LPA to be made. 

 

How can I stop being an attorney, or ‘disclaim’?  

An attorney on an LPA can disclaim using an LPA005 form.

An attorney on an Enduring Power of Attorney (EPA) can disclaim using an EP5 form. 

You can find further details about removing an attorney on our GOV.UK page. 

 

How do I update a name or address?  

You will need to get in touch to let us know a change of name or address. We will need details of your LPA such as a reference number, name of the donor and date of birth so that we can find your document on the system and update as needed.  

Do not change the LPA itself as this will invalidate it. The document remains valid with the previous name and address details showing.  

Changes in name work in the same way as a change of address.  

Supporting documentation is needed to prove the name change is legal and legitimate. For example, a copy of a marriage certificate or deed poll certificate. 

This needs to be sent to us in the post at: 

Office of the Public Guardian  

PO Box 16185  

Birmingham  

B2 2WH 

 

Can I use my LPA outside of England and Wales or use an overseas LPA in England and Wales? 

Not usually as these documents are governed by laws that only apply to certain jurisdictions. If you want to use your LPA overseas, or use an overseas LPA in England and Wales, you should seek independent legal advice. This includes powers made in other parts of the UK. 

 

Are Enduring Powers of Attorney (EPAs) still valid? 

If a person has an EPA made before 1 October 2007, either registered or unregistered, it can still be used. EPAs only allowed people to appoint attorneys to make decisions about property and financial matters, not health and welfare. If someone has already made an EPA and still has mental capacity, they can either replace it with a new Property and Financial Affairs LPA or can keep the existing EPA.  

EPAs were replaced by LPAs on 1 October 2007.

You can find more information about EPAs here. 

 

[English] - [Cymraeg]

Adrodd a gwneud newidiadau i’ch LPA

Rydyn ni’n cael cannoedd o alwadau ffôn bob wythnos gan bobl sy’n chwilio am help a gwybodaeth ynghylch llawer o wahanol bethau. Mae’r gyfres hon o flogiau’n ateb eich cwestiynau drwy ddadansoddi gwahanol gamau eich taith Atwrneiaeth Arhosol.

Yma rydym yn edrych ar gwestiynau cyffredin am adrodd a gwneud newidiadau i’ch LPA. Gweler hefyd:

Llenwi ffurflenni

Yn cynnwys llofnodi ffurflenni mewn trefn

Taliadau a ffioedd

Yn cynnwys sieciau a gwneud cais am ostyngiadau ac esemptiadau

Atwrneiod, tystion a darparwyr tystysgrif

Mae’n cynnwys dechrau arni a phwy i’w gynnwys

Defnyddio eich LPA

Yn cynnwys cyfeirnodau, allweddi ysgogi a chodau mynediad

 

Wrth gysylltu â’n tîm gwasanaeth cwsmeriaid drwy e-bost ynghylch atwrneiaeth arhosol sydd eisoes yn bodoli, dylech gynnwys:

  • Enw Llawn y rhoddwr
  • Cyfeiriad Llawn y rhoddwr
  • Dyddiad geni'r rhoddwr
  • Eich cysylltiad â’r cais
  • Eich enw llawn
  • Eich cyfeiriad llawn
  • Cyfeirnod (os ydych yn ei wybod)

 

Os mai chi yw’r rhoddwr, darparwch wybodaeth ar gyfer un o’ch atwrneiod. Cofiwch gynnwys:

  • Enw llawn yr atwrnai
  • Cyfeiriad llawn yr atwrnai

Sut mae rhoi gwybod am farwolaeth? 

Rhaid i chi roi gwybod i Swyddfa'r Gwarcheidwad Cyhoeddus drwy e-bost, ffôn neu lythyr a dychwelyd yr atwrneiaeth arhosol wreiddiol a phob copi ardystiedig. Os caiff yr atwrneiaeth arhosol ei chanslo ar ôl marwolaeth y rhoddwr neu’r atwrnai, bydd yr atwrneiaeth arhosol yn cael ei dinistrio oni bai eich bod yn dweud fel arall wrthym. Os ydych am i’r atwrneiaeth arhosol gael ei dychwelyd, rhowch gyfeiriad dychwelyd pan fyddwch yn anfon eich dogfennau atom.

Nid oes angen i chi anfon y dystysgrif marwolaeth oni ofynnir i chi wneud hynny mewn llythyr neu e-bost. Os byddwn yn gofyn am gael gweld y dystysgrif marwolaeth, rhaid iddi fod yn wreiddiol.

Mae rhagor o wybodaeth ar gael ar ein tudalen GOV.UK.

 

Hoffwn dynnu enw atwrnai, sut mae gwneud hyn? 

Os ydych chi’n dymuno tynnu un atwrnai oddi ar eich atwrneiaeth arhosol, cyfeirir at hyn fel ‘gweithred diddymu rhannol’.  Gweler yr wybodaeth ar ein tudalen GOV.UK.

Cofiwch nad yw’n bosibl ychwanegu atwrnai at atwrneiaeth arhosol sydd eisoes yn bodoli. Bydd hyn yn golygu y bydd angen gwneud LPA newydd.

 

Sut y gallaf roi'r gorau i fod yn atwrnai, neu ‘ymwrthod’?

Gall atwrnai ar atwrneiaeth arhosol ymwrthod drwy ddefnyddio’r ffurflen hon.

Gall atwrnai ar Atwrneiaeth Barhaus (EPA) ymwrthod drwy ddefnyddio’r ffurflen hon.

Mae rhagor o fanylion am ddileu atwrnai ar gael ar ein tudalen GOV.UK.

 

Sut mae diweddaru enw neu gyfeiriad?

Bydd angen i chi gysylltu â ni i roi gwybod i ni am newid enw neu gyfeiriad. Bydd angen manylion eich atwrneiaeth arhosol arnom fel cyfeirnod, enw’r rhoddwr a’i ddyddiad geni er mwyn i ni allu dod o hyd i’ch dogfen ar y system a’i diweddaru yn ôl yr angen.

Peidiwch â newid yr Atwrneiaeth Arhosol ei hun gan y bydd hyn yn ei gwneud yn annilys. Mae'r ddogfen yn dal yn ddilys gyda'r enw a chyfeiriad blaenorol i’w gweld arni.

Mae newid enw yn gweithio yn yr un ffordd â newid cyfeiriad.

Mae angen dogfennau ategol i brofi bod y newid enw yn gyfreithlon. Er enghraifft, copi o dystysgrif priodas neu dystysgrif gweithred newid enw.

 

Mae angen anfon hwn atom yn y post at:

Swyddfa’r Gwarcheidwad Cyhoeddus

PO Box 16185

Birmingham

B2 2WH

 

A alla i ddefnyddio fy Atwrneiaeth Arhosol y tu allan i Gymru a Lloegr neu ddefnyddio Atwrneiaeth Arhosol o dramor yng Nghymru a Lloegr?

Nid fel arfer gan fod y dogfennau hyn yn cael eu llywodraethu gan gyfreithiau sydd ond yn berthnasol i awdurdodaethau penodol. Os ydych chi am ddefnyddio eich Atwrneiaeth Arhosol dramor, neu ddefnyddio Atwrneiaeth Arhosol o dramor yng Nghymru a Lloegr, dylech geisio cyngor cyfreithiol annibynnol. Mae hyn yn cynnwys pwerau a wneir mewn rhannau eraill o’r DU.

 

Ydy Atwrneiaethau Parhaus (EPA) yn dal yn ddilys?

Os oes gan berson atwrneiaeth barhaus (EPA) a wnaed cyn 1 Hydref 2007, naill ai wedi'i chofrestru neu heb ei chofrestru, gellir ei defnyddio o hyd. Roedd EPAs dim ond yn caniatáu i bobl benodi Atwrneiod i wneud penderfyniadau am eiddo a materion ariannol, nid iechyd neu les. Os oes rhywun eisoes wedi gwneud EPA ac yn dal i feddu ar alluedd meddyliol, gall naill ai ei disodli ag atwrneiaeth arhosol (LPA) Eiddo a Materion Ariannol newydd, neu gadw’r EPA bresennol.

Disodlwyd EPAs gan LPAs ar 1 Hydref 2007.

Mae mwy o wybodaeth am EPA ar gael yma.

 

Ni allwn roi sylwadau ar geisiadau ac achosion penodol yma ac ni fyddwn yn cyhoeddi cwestiynau sy’n cynnwys gwybodaeth bersonol.

Gallwch gysylltu â ni ar: customerservices@publicguardian.gov.uk / 0300 456 0300.

Bydd yn help os bydd yr wybodaeth am yr LPA gennych wrth law er mwyn i ni allu eich helpu mor gyflym â phosibl. Mae rhestr o’r hyn i’w gynnwys ar gael yn y blog ‘adrodd a gwneud newidiadau i’ch LPA’.

 

We can’t comment on specific applications and cases here and won’t publish questions containing personal information.

You can contact customerservices@publicguardian.gov.uk / 0300 456 0300.

It will help to have your LPA information to hand so we can help you as quickly as possible. A list of what to include is available in the ‘reporting and making changes to your LPA’ blog.

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8 comments

  1. Comment by Graeme Hopkins posted on

    I have registered my LPAs online, but how do I find the page to view the documents?

  2. Comment by Catherine Lloyd posted on

    I am still unsure if my Mother’s care home address needs updating.She has recently moved to a new nursing home.I read that the original details on the P O A are still valid,so perhaps the alteration is unnecessary.

  3. Comment by Sandy Lyon posted on

    I printed out my financial LPA after doing it on line and then realised I had contradicted section 5 by putting something in the instructions part of section 7. Can I cross out that sentence and initial it so that it is correct before getting the LPA signed by the attorneys and witness please?

  4. Comment by Megan wakeling posted on

    I need to change my address

    • Replies to Megan wakeling>

      Comment by rebeccaparker1 posted on

      Hi Megan

      This is covered in the question ‘How do I update a name or address?’ above

      To do so you will need to contact the customer service team: customerservices@publicguardian.gov.uk / 0300 456 0300. It will help to have your LPA information to hand so we can help you as quickly as possible. A list of what to include is available at the top of this blog.

      OPG communications team