Get Opg102

The OPG102 form is crucial for deputies managing property and financial decisions on behalf of a client. This guide provides step-by-step instructions on how to fill out the form accurately and efficiently using the online format.

Follow the steps to complete the OPG102 form successfully.

1. Click the ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin with Section 1: Deputy and client information. Fill in your case number, reporting period start and end dates, as well as your details and the client’s details including their full names, addresses, and contact information.
3. Move to Section 2: Decisions made over the reporting period. Indicate any changes in the client’s mental capacity and provide a summary of significant decisions made, detailing your involvement of the client.
4. Continue to Section 3: People you consulted. List individuals who assisted you in making decisions, including their names, relationship to the client, addresses, and reasons for consultation.
5. In Section 4: Safeguarding, indicate how often you contact the client and how often they meet other individuals. Describe the care arrangements in place for the client.
6. Section 5 requires you to summarize the financial transactions in the client's main bank account, detailing incomes and outgoings.
7. Proceed to Section 6: Client’s assets and debts. List all properties, savings accounts, investments, and any outstanding debts the client has.
8. In Section 7, indicate any significant financial decisions you expect to make in the next reporting period and any concerns regarding your deputyship.
9. Finally, complete Section 8: Deputy’s declaration. Sign and date the form to confirm the accuracy of the information provided.
10. Once all sections are complete, save your changes, download a copy, print the form, or share it as necessary.

Complete your OPG102 form online today to ensure effective management of your client's financial decisions.