Appointeeship allows a delegated individual to manage benefit payments on behalf of someone else (the claimant) and is set up through the Department of Work and Pensions (DWP).
Appointees are also responsible for reporting any changes in the person’s circumstances.
Register an Appointeeship order
If you have an appointeeship, you’ll need to register it with us before you can use it.
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Appointeeship is limited to managing a person’s benefit and is only used when someone isn’t able to manage their own affairs due to mental incapacity or disability. For managing wider finances outside of benefits, a Power of Attorney or Court of Protection Order may be more appropriate.
Appointees are also responsible for reporting any changes in the person’s circumstances. -
Only one appointee can act on behalf of someone who is entitled to benefits (the claimant) from the Department for Work and Pensions (DWP).
An appointee can be:
- an individual, for example a friend or relative
- an organisation or representative of an organisation, for example a solicitor or local council
For more information on appointeeship, go to GOV.UK.
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If an appointeeship is applied to a Cashplus account, the appointee is able to:
- manage the account
- request account statements
- update details
- manage payments and Direct Debits.
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To register an appointee with us, you’ll need to call our team to notify us, and then mail or email a copy of the Appointeeship order – this is a Form BF57 from the Department of Work and Pensions (DWP).
We’ve outlined the process for registering an appointee here.
Third Party Authority
If you have a Cashplus account, you can add third party access. This allows another person access to your account for short or extended timeframe.
Power of Attorney
If you're looking to register a Power of Attorney with Cashplus to help manage someone's account, or you're not sure where to start, we're here to offer you help and support
Court of Protection order
A Court of Protection Order appoints a deputy for someone who has lost capacity
Guardianship Order (Missing Persons)
This is a court appointed guardian of a missing person’s financial affairs
Terms and Conditions apply, including applicants being resident in the UK & aged 18+ and, if relevant, businesses being based in the UK.
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Zempler Bank provides credit facilities subject to approval and affordability, and where accounts continue to meet Zempler Bank credit criteria.