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Who needs to be notified once a trustee is appointed?

You must notify the same people who need to be served with notice of the application in the first place (see Question 5). As a practical matter you should also notify the following people or institutions:

• any financial institutions where the dependent adult has dealings, such as bank accounts, loans, investments or a safety deposit box;
• any government departments providing benefits to the dependent adult such as Old Age Security, Canada Pension Plan payments, the Alberta AISH plan (Assured Income for the Severely Handicapped), or any other provincial benefits plan;
• other programmes providing benefits such as the Workers Compensation Board, the Unemployment Insurance Commission, long term disability insurance plans or private pension plans;
• the institution or residence where the dependent adult lives;
• medical benefit providers such as Alberta Health, Blue Cross and private medical insurance providers, or other provincial medical plans;
• the municipal tax department;
• utility providers such as telephone and cable service companies.

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October 1996

Related FAQs:

• Dependent Adults Act: Guardianship

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