Guidance Materials

We have produced guidance materials on our different functions and the services we provide. This includes guidance on  how to make a complaint and guidance on searching our registers.

We have guidance for decision supporters on preparing and submitting reports, as well as information on expenses and remuneration that may be claimed.

Further guidance for decision supporters, interveners and certain professionals can be found in our codes of practice.

Guidance about decision support arrangements

Your guide to a decision-making representation order

Your guide to an advance healthcare directive

Procedures and Specifications for the appointment of Trust Corporations as Attorneys

Information note about section 138 of the Assisted Decision-Making (Capacity) Act 2015 (as amended)

Guidance about making a co-decision-making agreement

Assist your client in making a co-decision-making agreement (CDMA)

Checklist: Getting ready to make a co-decision-making agreement

Guidance for decision supporters

Decision-making representatives

Initial reporting guidelines for decision-making representatives

Initial report(DMR) checklist for supporting documents

Annual report guidelines for decision-making representatives

Management of Expense Claims and Remuneration Procedures

MyExpenses - A user guide to claiming expenses for panel decision-making representatives

Information for decision-making representatives seeking discharge from appointment

When a panel decision-making representative has been appointed to your family member or loved one - Frequently asked questions

Information on investing - Things to consider when supporting a person with investment decisions

Attorney

Initial report guidelines for attorneys

Initial report (Attorney) checklist for supporting documents 

Annual report guidelines for attorneys

Co-decisions-makers

Annual report guidelines for co-decision-makers

Quick Guides

Guidance about banking arrangements as a decision supporter

Guidance about searching the register

Guide to searching the register

Guide to searching the register for your organisation

User Guidelines for Accessing and Searching Decision Support Service Arrangement Registers for Approved Persons and Organisations

Accountable Officer Declaration form

Step by Step guide to search the register

Guidance about complaints

Complaints and Investigations Procedures

Procedures for processing expedited EPAs

Procedure for processing expedited enduring power of attorney applications or applications that are not on a specified form

Guidance for Medical and Healthcare Professionals for Completing a Capacity Statement

Sample Form for recording a capacity assessment for registration of a CDMA

Sample Form for recording a capacity assessment for registration of an EPA