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Instructions
This page only contains forms. Visit the webpage of each topic for more information.
PDF form issues
Fillable PDF forms do not open properly on some mobile devices and web browsers. To fill in and save the form:
- Save the PDF form to your computer – click or right-click the link and download the form.
- Open the PDF form with Adobe Reader. Fill it in and save it.
If you are still having problems opening the form, contact PDF form technical support.
Fillable XDP forms
XDP forms allow you to fill out and save a form within your web browser.
- To save your partially completed form, click on the Save button at the top-right of the page or on the Save button at the bottom of the form. You will be asked to provide your email address prior to saving. Once the form is saved, you will be emailed a message with a link to your saved form. This link is active for 15 days.
- Once the form is completed, press the 'Get Print Friendly PDF' button at the top-right of the page, or the 'Print Version' button on the bottom of the form.
- This will create and open a PDF version of your filled-in form in a new browser tab. You must then print this PDF or save it to your computer.
Supported decision-making
You can give someone authority to access your relevant personal information to help you make and communicate a decision.
Personal directive
A personal directive is used to name someone to follow your instructions when making personal decisions for you in case you become incapable due to illness or injury.
Specific decision-making
A one-time decision for an adult who has lost capacity to make health care decisions or placement to/discharge from a residential facility decision.
Forms used to assess capacity
It is important to use the correct form for the adult’s situation.
Capacity Assessment Roster
Capacity assessors can choose to have their contact information on this website.
- Capacity Assessor Roster Consent (PDF, 187 KB)
- Capacity Assessor Roster Consent Form for Physicians and Psychologists Only (PDF, 448 KB)
Court application forms
Some decision-maker options require that the decision-maker be appointed by the court.
You may want to contact a lawyer and/or accountant or a fee-for-service provider if you require assistance determining which forms are necessary for the court application or for assistance with completing the forms.
If you do not have a lawyer, contact the Law Society of Alberta’s Lawyer Referral Service.
Complaints about a decision-maker
The OPGT accepts written complaints to determine if they meet the criteria for investigation.
- Schedule 7: Personal Directives – Complaint to the Public Guardian (Section 24.2) (PDF, 92 KB)
- Form 5: Complaint Respecting a Co-decision-maker, Guardian or Trustee (PDF, 79 KB)
Referrals
Referrals to the Public Guardian or Trustee must be completed using the correct form and should only be submitted to OPGT after other options have been considered.
- Referral for the Public Guardian to Act as Specific Decision Maker for an Adult (PDF, 83 KB)
- Referral for the Public Guardian to Act as Decision Maker of Last Resort (PDF, 68 KB)
- OPGT Referral (PDF, 399 KB)
- Request for the Public Guardian to Act as Agent
- Deceased Estate Intake Referral Form (PDF, 114 KB)
Informal Benefits Administration Program
Choose the correct form(s) based on the source of funds received (Assured Income for the Severely Handicapped (AISH), Canada Pension Plan Disability (CPPD) or both).
International wills
A lawyer must register an international will.
- International Wills Registration System (PDF, 77 KB)
Contact
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