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Ontario Works | Effective Date: July 1, 2009 |
Topic: Financial Assistance Eligibility | Replaces: November 1, 2004 |
Subject: Trusteeship | Policy No. H.3.3. |
Authority OW Art: Sect. 17 & OW Directives: Dir. 3.4
See directive listed above.
Complete the trustee/alternate payee field in SDMT –Accommodation page-ensuring that you have the correct spelling of the name and the correct address details.
Appointed trustees are required to sign the “Appointment of Trustee” form to acknowledge their understanding of the responsibilities of a trustee. A copy
should be kept on file and one provided to the participant and trustee.
The trustee is required to provide an annual report accounting for the use of the basic financial assistance of the participant. Random audits of records may be made by the Case Manager on a monthly basis where warranted to ensure that the participant is receiving the benefit of the assistance.
Records must include:
At a minimum, all trustees should be automatically reviewed once every six months to:
Cross Reference: Section 3.7 - Under 18