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What is required of the Donee to start administering the Donor’s property and affairs at a Bank?

The Donee(s) must be physically present at the Bank’s branch and present the originals of the following documents:

 

  • Donor’s LPA or a certified true copy of the LPA from the Office of the Public Guardian (in the absence of the original copy);

  • Donor’s and Donee(s)’ original identity document(s); and

  • Donor’s medical report certifying the Donor’s mental incapacity (For more information, please see question B2 below). The medical report must be dated after the date of LPA registration.

 

The above list is not exhaustive, and Banks may require the Donee(s) to provide further documents for clarification purposes in certain situations.

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