Office of the Public Guardian and Trustee (OPGT) forms
A list of OPGT forms for lawyers and healthcare professionals.
Overview
These forms don’t include instructions. They’re for lawyers and healthcare professionals who are familiar with them and need easy access.
Adult guardianship
Application kit for guardianship
Application Kit for New Guardianship Order (PDF, 601 KB)
- This file contains these forms: Forms 14, 15, 24, 26, 30, 32.
Combined guardianship and trusteeship application kit
Application Kit for New Guardianship and Trusteeship Order (PDF, 1.1 MB)
- This file contains these forms: Forms 14, 15, 24, 26, 27, 29, 30, 32, 34, 37.
Guardianship forms
Form 4: Capacity Assessment Report (Guardianship or Trusteeship or Both) (PDF, 251 KB)
Form 14: Application for Appointment of Guardian, Trustee or Both (PDF, 79 KB)
Form 15: Affidavit of Applicant – Application for Appointment of Guardian, Trustee or Both (PDF, 166 KB)
Form 16: Notice of Application – Appointment of Guardianship, Trusteeship or Both (PDF, 38 KB)
Form 17: Notice of Application and Hearing – Appointment of Guardian, Trustee or Both (PDF, 38 KB)
Form 18: Order – Appointment of Guardian, Trustee or Both (Word, 141 KB)
Form 24: Consent of Proposed Guardian (Individual) (PDF, 33 KB)
Form 25: Consent of Proposed Guardian (Public Guardian) (PDF, 30 KB)
Form 26: Consent of Proposed Alternate Guardian (Individual) (PDF, 33 KB)
Form 30: Personal References (PDF, 30 KB)
Form 31: Request for Hearing (PDF, 34 KB)
Form 32: Guardianship Plan (PDF, 41 KB)
Form 33: Guardian Annual Record of Decisions (PDF, 34 KB)
Form 39: Notice of Application and Hearing (PDF, 163 KB)
Form 40: Affidavit of Service (PDF, 168 KB)
Adult guardianship review
Application kit for guardianship review
Application Kit for Review of Guardianship Order (PDF, 686 KB)
- This file contains these forms: Form 19, 20, 24, 26, 30, 32, 33.
Combined guardianship and trusteeship application kit for review
Application Kit for Review of Guardianship and Trusteeship Order (PDF, 1.0 MB)
- This file contains these forms: Form 19, 20, 24, 26, 27, 29, 30, 32, 33, 34.
Guardianship review forms
Form 4: Capacity Assessment Report (Guardianship or Trusteeship or Both) (PDF, 251 KB)
Form 23: Order – Review of Guardianship or Trusteeship Order or Examination and Approval of Trusteeship Accounts (Word, 147 KB)
Form 24: Consent of Proposed Guardian (Individual) (PDF, 33 KB)
Form 26: Consent of Proposed Alternate Guardian (Individual) (PDF, 33 KB)
Form 30: Personal References (PDF, 30 KB)
Form 31: Request for Hearing (PDF, 34 KB)
Form 32: Guardianship Plan (PDF, 41 KB)
Form 33: Guardian Annual Record of Decisions (PDF, 34 KB)
Form 39: Notice of Application and Hearing (PDF, 163 KB)
Application checklists
Legal Professionals: Checklist for Completing Required Forms – Co-decision-making, Guardianship, Trusteeship (PDF, 43 KB)
Legal Professionals – Table of Application Form Requirements (PDF, 145 KB)
Checklist: What to bring to your appointment – Guardianship or Trusteeship Application/Review (PDF, 379 KB)
Background checks
Background check forms (PDF, 142 KB)
Notary Public ID verification form (PDF, 286 KB)
Capacity assessment
List of capacity assessors
Capacity Assessor Roster Consent (PDF, 187 KB)
Capacity Assessor Roster Consent Form for Physicians and Psychologists Only (PDF, 29 KB)
Personal directive
Schedule 2: Declaration of Incapacity to Make Decisions about a Personal Matter (Section 9(2) (a)) (PDF, 39 KB)
Schedule 3: Declaration of Incapacity to Make Decisions about a Personal Matter (Section 9(2) (b)) (PDF, 41 KB)
Schedule 4: Determination of Regained Capacity (Section 10.1(1)) (PDF, 32 KB)
Schedule 5: Determination of Regained Capacity (Section 10.1(2)) (PDF, 32 KB)
Schedule 6: Determination of Regained Capacity (Section 10.1(5)) (PDF, 526 KB)
Guardianship, trusteeship and co-decision-making
Form 3: Capacity Assessment Report (Co-decision-making) (PDF, 247 KB)
Form 4: Capacity Assessment Report (Guardianship or Trusteeship or Both) (PDF, 251 KB)
Specific decision-making
Form 6: Specific Decision Making (PDF, 29 KB)
Form 10: Capacity Assessment Report – Health Care or Temporary Admission to or Discharge from a Residential Facility (PDF, 882 KB)
Co-decision-making
Form 1: Application for Appointment of Co-decision-maker (PDF, 79 KB)
Form 2: Affidavit of Applicant – Application to Appoint a Co-decision-maker (PDF, 161 KB)
Form 3: Capacity Assessment Report (Co-decision-making) (PDF, 247 KB)
Form 3: Notice of Application – Appointment of Co-decision-maker (PDF, 34 KB)
Form 4: Notice of Application and Hearing – Appointment of Co-decision-maker (PDF, 38 KB)
Form 5: Order – Appointment of Co-decision-maker (Word, 100 KB)
Form 11: Consent of Proposed Assisted Adult (PDF, 34 KB)
Form 12: Consent of Proposed Co-decision-maker (PDF, 32 KB)
Form 13: Withdrawal of Consent of Assisted Person (PDF, 31 KB)
Form 30: Personal References (PDF, 30 KB)
Form 31: Request for Hearing (PDF, 34 KB)
Form 39: Notice of Application and Hearing (PDF, 163 KB)
Form 40: Affidavit of Service (PDF, 168 KB)
Co-decision-making review
Form 3: Capacity Assessment Report (Co-decision-making) (PDF, 247 KB)
Form 6: Application for Review of a Co-decision-making Order (PDF, 67 KB)
Form 7: Affidavit of Applicant – Review of Co-decision-maker Order (PDF, 159 KB)
Form 9: Notice of Application and Hearing – Review of Co-decision-making Order (PDF, 38 KB)
Form 10: Review of Co-decision-making Order (Word, 103 KB)
Form 11: Consent of Proposed Assisted Adult (PDF, 34 KB)
Form 12: Consent of Proposed Co-decision-maker (PDF, 32 KB)
Form 30: Personal References (PDF, 30 KB)
Form 31: Request for Hearing (PDF, 34 KB)
Form 39: Notice of Application and Hearing (PDF, 163 KB)
Complaints about a decision-maker
Form 5: Complaint Respecting a Co-decision-maker, Guardian or Trustee (PDF, 157 KB)
Schedule 7: Personal Directives – Complaint to the Public Guardian (Section 24.2) (PDF, 27 KB)
Examination and approval of trustee’s accounts
Form 23: Order – Review of Guardianship or Trusteeship Order or Examination and Approval of Trusteeship Accounts (Word, 147 KB)
Form 36: Statement of Transactions (PDF, 167 KB)
Form 37: Inventory (PDF, 178 KB)
Form 38: Overview of Trusteeship Accounts (PDF, 178 KB)
Form 39: Notice of Application and Hearing (PDF, 163 KB)
Informal Benefits Administrative Program
Acknowledgement Form – AISH Benefits Administration Program (PDF, 15 KB)
Contact Provider Co-ordinator Verification Form – AISH Benefits Administration Program (PDF, 60 KB)
Long Budget – AISH & CPPD Benefits Administration Instruction (PDF, 189 KB)
Sample Budget – AISH & CPPD Benefits Administration Instruction (PDF, 294 KB)
Short Budget – AISH & CPPD Benefits Administration Instruction (PDF, 188 KB)
Termination Notice – AISH Benefits Administration Program (PDF, 60 KB)
Acknowledgement Form – CPPD Benefits Administration Program (PDF, 9 KB)
Consent for Disclosure of Personal Information – CPPD Benefits Administration Program (PDF, 161 KB)
Contract Provider Verification Form – CPPD Benefits Administration Program (PDF, 82 KB)
Trust Agreement – CPPD Benefits Administration Program (PDF, 199 KB)
Termination Notice – CPPD Benefits Administration Program (PDF, 82 KB)
International wills
International Wills Registration System (PDF, 15 KB)
Personal directive
Instruction Sheet for Personal Directives (PDF, 204 KB)
Personal Directives Registry – Registration (PDF, 65 KB)
Personal Directive (PDF, 0.01 MB)
Publications order
OPGT Publications Order (PDF, 76 KB)
Referral
OPGT Referral (PDF, 399 KB)
Inter-jurisdictional Referral Form– Canadian Public Trustees and Guardians (PDF, 224 KB)
Specific decision-making
Form 6: Specific Decision-making (PDF, 29 KB)
Form 10: Capacity Assessment Report – Health Care or Temporary Admission to or Discharge from a Residential Facility (PDF, 882 KB)
Referral for the Public Guardian to Act as Specific Decision Maker for an Adult (PDF, 30 KB)
Supported decision-making
Form 1: Supported Decision-making Authorization (PDF, 888 KB)
Form 2: Termination of Supported Decision-making Authorization (PDF, 888 KB)
Trusteeship
Application kit for trusteeship
Application Kit for New Trusteeship Order (PDF, 795 KB)
- This file contains these forms: Forms 14, 15, 27, 29, 30, 34, 37.
Combined guardianship and trusteeship application kit
Application Kit for New Guardianship and Trusteeship Order (PDF, 1.0 MB)
- This file contains these forms: Forms 14, 15, 24, 26, 27, 29, 30, 32, 34, 37
Trusteeship forms
Form 4: Capacity Assessment Report (Guardianship or Trusteeship or Both) (PDF, 251 KB)
Form 14: Application for Appointment of Guardian, Trustee or Both (PDF, 80 KB)
Form 15: Affidavit of Applicant – Application for Appointment of Guardian, Trustee or Both (PDF, 80 KB)
Form 16: Notice of Application – Appointment of Guardianship, Trusteeship or Both (PDF, 38 KB)
Form 17: Notice of Application and Hearing – Appointment of Guardian, Trustee or Both (PDF, 38 KB)
Form 18: Order – Appointment of Guardian, Trustee or Both (Word, 141 KB)
Form 27: Consent of Proposed Trustee (Individual) (PDF, 34 KB)
Form 28: Consent and Undertaking Trustee (Public Trustee or Corporation) (PDF, 30 KB)
Form 29: Consent of Proposed Alternate Trustee (Individual) (PDF, 33 KB)
Form 30: Personal References (PDF, 30 KB)
Form 31: Request for Hearing (PDF, 34 KB)
Form 34: Trusteeship Plan (PDF, 83 KB)
Form 37: Inventory (PDF, 178 KB)
Form 39: Notice of Application and Hearing (PDF, 163 KB)
Form 40: Affidavit of Service (PDF, 168 KB)
Trusteeship review
Application kit for trusteeship review
Application Kit for Review of Trusteeship Order (PDF, 647 KB)
- This file contains these forms: Forms 19, 20, 27, 29, 34.
Combined guardianship and trusteeship application kit for review
Application Kit for Review of Guardianship and Trusteeship Order (PDF, 1.0 MB)
- This file contains these forms: Forms 19, 20, 24, 26, 27, 29, 30, 32, 33, 34.
Trusteeship review forms
Form 4: Capacity Assessment Report (Guardianship or Trusteeship or Both) (PDF, 251 KB)
Form 17: Notice of Application and Hearing – Appointment of Guardian, Trustee or Both (PDF, 38 KB)
Form 23: Order – Review of Guardianship or Trusteeship Order or Examination and Approval of Trusteeship Accounts (Word, 147 KB)
Form 27: Consent of Proposed Trustee (Individual) (PDF, 34 KB)
Form 29: Consent of Proposed Alternate Trustee (Individual) (PDF, 33 KB)
Form 30: Personal References (PDF, 30 KB)
Form 31: Request for Hearing (PDF, 34 KB)
Form 34: Trusteeship Plan (PDF, 83 KB)
Form 39: Notice of Application and Hearing (PDF, 163 KB)