Introduction

This online questionnaire is designed to allow you to send us information we need to prepare your Enduring Power of Attorney for Property (EPA Property).

Some quick notes on how people are referred to in this questionnaire.

• The EPA Property gives someone you trust the power to look after your money and property if you’re unable to. This person is called your Attorney.
• The person who gives the power is called the Donor.
• If you are completing this on behalf of the Donor, please note we also refer to that person as “you”.

There are some compulsory questions – these are noted with an asterisk (*).

There is guidance and pop up information within the questionnaire to help you along.

There are 12 Sections. Each Section has a General or Additional Comments field at the end. This allows you to enter anything you want, and you should feel free to use this if you have any doubts or are unsure about what is being asked in the earlier parts of the Section.

If you need to take a break from the questionnaire, you can do so by clicking the Save and Continue Later link at the bottom of each page and you will receive an email with a link to allow you to resume where you left off. Your answers will all be saved automatically.

Once you have completed the questionnaire click the SUBMIT button on the last page (Section 12 – Additional Terms and Conditions) and an email will be sent to you and us with your answers.

We will follow up with you as required and contact you to organise how the completed EPA Property can be “executed” (signed and witnessed by all the relevant people).

For further information about Enduring Power of Attorney for property you might want to review the following resource available from the Office of Seniors.

https://www.superseniors.msd.govt.nz/documents/epa-documents/standard-explanation-epa-property.pdf

You can choose that your EPA for property to comes into effect only if you become mentally incapable. If you do, your attorney can act under the EPA only if a medical certificate states, or the Family Court decides that you are mentally incapable; or you can choose that your EPA comes into effect while you are mentally capable, your attorney can act under it as soon as it is signed and witnessed and can continue to act if you become mentally incapable.

Your attorney cannot act after they receive notice that the EPA is terminated, their appointment is ended, or their authority is suspended.

At any stage you can contact us with questions on 03 2189855.