Supporting Homeless Seniors Program: How to act as a third-party administrator

Supporting Homeless Seniors Program

As part of the Supporting Homeless Seniors Program, the Government of Canada is committed to ensuring that seniors in Canada receive the Canada Pension Plan (CPP), Old Age Security (OAS) and/or Guaranteed Income Supplement (GIS) benefits for which they are eligible. There may be vulnerable seniors in our communities—particularly those who are homeless or at risk of becoming homeless, and who are incapable of managing their own affairs —who are not receiving the benefits for which they are eligible. For these seniors, third-party administrators act on their behalf to ensure they receive their benefits.

Third-party administrators can also act on behalf of other CPP, OAS and/or GIS-eligible recipients if they are incapable of managing their own affairs due to a mental or physical illness or impairment.

Highlights

Find out how municipalities and community organizations can help vulnerable seniors, particularly homeless seniors, receive CPP, OAS and/or GIS benefits.

Who can apply to act as a third-party administrator?

Qualified individuals (such as a family member, friend, lawyer, social worker), agencies, non-profit and registered charitable organizations, and municipalities can request to act as administrators of CPP, OAS, and/or GIS benefits on behalf of individuals who are incapable of managing their own affairs, when there is no authorized person or agency already appointed under a federal law or provincial law to manage their affairs. This includes administering CPP, OAS and/or GIS benefits on behalf of vulnerable and homeless seniors, as well as other eligible recipients.

Why should I apply to become a third-party administrator for CPP, OAS and/or GIS benefits?

It is important that everyone receives the CPP, OAS and/or GIS benefits they are eligible for, particularly the most vulnerable in our communities, such as seniors who are homeless or at risk of becoming homeless. While the vast majority of eligible individuals already receive their benefits, individuals and qualified organizations can apply to administer CPP, OAS and/or GIS benefits on behalf of those who are incapable of managing their own affairs.

How do I apply to become a third-party administrator?

In order to apply to administer benefits on someone’s behalf, the following forms must be completed:

  1. Certificate of Incapability (ISP-3505);
  2. Whichever of the following applies:
    1. For administration by an individual, complete the Agreement to administer benefits under the Old Age Security Act and/or the Canada Pension Plan by a Private Trustee (ISP-3506)
    2. For administration by an agency, a charitable organization or municipality, complete the Agreement to administer benefits under the Old Age Security Act and/or the Canada Pension Plan by an Agency or Institution (ISP-3507)

If you have questions about the application process, contact us using the information provided on the forms.

What happens after I apply?

The forms you submit to act as a third-party administrator will be carefully reviewed and assessed before an individual’s, agency’s or organization’s request for trusteeship is granted or declined. It is important to note that Service Canada-appointed trustees and organizations undertake the responsibility to administer benefits in the best interest of the individuals they represent.

When the review is complete, Service Canada will contact you to advise you if your request to act as a third-party administrator has been granted.

Report a problem or mistake on this page
Please select all that apply:

Privacy statement

Thank you for your help!

You will not receive a reply. For enquiries, contact us.

Date modified: