Get Undertaking Certificate

Completing the Undertaking Certificate is essential for individuals applying to administer benefits for seniors in Alberta. This guide provides a clear and supportive overview of the necessary steps to complete the form effectively online.

Follow the steps to fill out the Undertaking Certificate accurately

1. Click ‘Get Form’ button to obtain the Undertaking Certificate and open it in your preferred online document editor.
2. Begin by filling out the section labeled ‘Information about the senior.’ Indicate the senior's title (Mr., Mrs., Miss, Ms.), followed by their family or last name, first name, middle initial, and personal health number.
3. Complete the mailing address including number, street, P.O. Box, and city or town name. Ensure the province or territory and postal code are also filled out correctly.
4. In the ‘Residence Address’ section, you may specify a long-term care facility if applicable. Provide the age of the senior and check off questions about their mental and physical capabilities.
5. The next section titled ‘Information Provided by’ should be completed by the individual witnessing the form. This person should provide their name, address, signature, and profession, along with indicating their relationship to the senior and trustee.
6. For the section titled 'Undertaking to administer benefits,' fill out the information about the person applying to be the trustee, including their name, address, and personal health number.
7. Read through the agreement terms carefully. The trustee must sign the document and also have it witnessed by an authorized individual, such as a Commissioner of Oaths or Notary Public.
8. After filling out all sections, save your changes. Ensure the document is reviewed for accuracy before downloading, printing, or sharing as required.

Complete your Undertaking Certificate online today for efficient processing.