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Conservator and Guardianship Agreement

Written document that describes your legal responsibilities for handling the affairs of another person who is unable to act on his or her own behalf.

You may be asked to provide legal documents verifying you have the authority to act on another’s behalf if you are:

  • Acting and signing on behalf of a person not of legal age
  • Representing someone who cannot legally make decisions or is unable to attend counseling or sign documents

Documents requested may include court documents verifying either durable power of attorney or legal authority to act as a conservator or guardian.

Tips for a smoother application process

  • Make sure documents are clear and legible.
  • Don't alter any pages (no strikethroughs, cross-outs, etc.).
  • Send all pages, even the blank ones.