Get Private Managers Plan - Tag Nsw Gov

This guide provides clear instructions for users on how to effectively fill out the PRIVATE MANAGERS PLAN form online. The steps outlined here aim to simplify the process, ensuring that all required information is captured accurately.

Follow the steps to complete your Private Managers Plan online.

1. Click ‘Get Form’ button to obtain the form and open it for completion.
2. Begin by filling out the details of the managed person. Include the Client Reference Number, Date of Financial Management Order, Surname, Given Names, Date of Birth, and other relevant personal information such as marital status and language spoken. Ensure you provide a current residential address, as PO Boxes are not accepted.
3. Next, complete the section for the details of the private manager. Provide your Surname, Given Names, current residential address, contact numbers, and email address. Specify your relationship to the managed person and indicate if you require any special assistance.
4. Detail the family or significant others of the managed person. List their names, addresses, and contact information, including any relevant relationships.
5. In the Assets section, list funds held in banks and credit unions along with account details and balances. Include any investments, debts due to the managed person, and indicate whether all funds will remain as they are or if changes are proposed.
6. Proceed to the Liabilities, Mortgages & Loans section, providing details for any loans and their amounts outstanding.
7. List significant household items and provide their estimated market value, along with allocation plans for their future use or disposal.
8. Record details regarding any motor vehicles owned, including registration information and insurance details.
9. If applicable, provide information regarding real estate owned by the managed person, including estimated values and title details.
10. Mention any legal actions or pending claims related to the managed person. Provide specifics about accidents and lawyers involved.
11. Outline any business or company interests that the managed person may have, detailing the estimated value and future plans.
12. Complete the Estimated Budget section, outlining both income and expenditure to present a financial overview.
13. Indicate whether you have consulted with the managed person and any significant others throughout this process.
14. Finally, ensure you provide any additional details that may be pertinent to the management of the person's estate. Sign and date the form.
15. After completing all sections, users can save changes, download, print, or share the completed form as necessary.

Begin filling out your PRIVATE MANAGERS PLAN online today!