The rules for proxy Umrah follow the same principles as proxy Hajj, with the procedures adapted to the Umrah rites. The proxy must meet the same conditions: they must be Muslim, sane, mature, and should have completed their own Umrah (for those who hold Umrah to be obligatory). The person on whose behalf Umrah is performed must be either deceased or permanently unable to perform Umrah.
Sheikh Ibn Baz outlined the procedure as follows: The proxy travels to the miqat and enters ihram with the intention specifically for the person they are representing, saying: 'Labbayk Allahumma bi-Umrah on behalf of [name].' They then proceed to Makkah, perform Tawaf around the Ka'bah (seven circuits), pray two rak'ahs behind Maqam Ibrahim, perform Sa'i between Safa and Marwa (seven laps), and then cut or shorten their hair. All of these acts are performed exactly as the proxy would for their own Umrah.
Sheikh Ibn Uthaymeen added several important practical points: The proxy should be in a state of purity for Tawaf. If the proxy makes a mistake or commits a violation during the Umrah, they bear the consequence themselves — such as paying a fidyah — and it does not affect the validity of the Umrah for the person they represent. The proxy may make personal supplications during the Umrah, as this does not conflict with the intention for the represented person. The proxy earns reward for their service, while the Umrah reward goes to the represented person.