| Lists of important paperwork/documents
that caregivers should have, providing information about your older
dependent person. |
| To see and
print the Document List in PDF format.
Please click here
|
Acrobat reader
allows you to see and print PDF documents, if you do not have Acrobat
reader you can download it for free from this link:
 |
| These key document lists are provided
in several categories: |
| |
Personal and Family
- Birth certificates
- Marriage certificate
- Citizenship papers
- Divorce/separation papers
- Adoption papers
- Social Security numbers/cards
- Passports (numbers, expiration dates)
- Driver's licenses (numbers, expiration dates)
- Military records
|
| |
Medical
- Health care professionals (names, address/telephone)
- Physicians
- Dentists
- Pharmacists
- Other professionals
- Health care proxies/living wills
- Medications (dosages, purpose, name of prescribing physicians,
pharmacy, address/telephone)
- Hospitals of choice (address/telephone)
- Medicare numbers
- Medicaid numbers (caseworker numbers, address/telephone)
- Social worker or caseworker names (address/telephone)
|
| |
Financial
- Income sources (retirement and/or disability benefits, Social
Security, etc.)
- Financial assets (institution names, account numbers, address/telephone,
form of ownership, current value)
- Cash
- Money market funds
- Bank accounts
- Retirement and pension plans
- Stocks
- IRAs
- Bonds
- Annuities
- Mutual funds
- Life insurance
- Real estate (property addresses, location of deeds, form of
ownership, insurance, current value)
- Primary home (House Deed)
- Investment property
- Vacation home
- Other assets (location of items/titles/documents, form of ownership,
insurance, current value)
- Automobiles (car title)
- Collectibles
- Boats
- Interests in businesses
- Inheritances
- Hidden valuables/items in storage
- Precious gems, jewelry
- Loans to family members/friends
- Liabilities (creditor institutions, address/telephone, approximate
debt)
- Mortgages
- Notes
- Personal loans
- Safety deposit box
- IOUs
- Credit cards
- Other
|
| |
Legal
- Wills (dates of documents, executor names, address/telephone)
- Powers of attorney or durable powers of attorney (names, including
backup, address/telephone)
- Advance medical directives
- Durable medical powers of attorney
- Health care proxies
- Living wills
- Guardianships/conservatorships (names, address/telephone)
- Trust agreements
|
| |
Other
Important Contacts
- Professional advisors other than health care (name, address/telephone)
- Attorneys
- Insurance agents
- Financial advisors
- Stockbrokers
- Bankers
- Clergy
- Accountants
- Past employers (company names, address/telephone, dates of
retirement, contact persons, employee ID numbers)
- Close friends and neighbors (names, address/telephone, indicate
those who have keys to house/apartment/condominium)
- Service providers (names, address/telephone)
- Club memberships, volunteer activities, and senior centers (names,
address/telephone)
- Landlord (name, address/telephone)
|
| |
Other
Information
- Inventory of family historical records (documents, photos, keepsakes)
- Burial instructions (funeral home location, name of director,
whether funeral has been prepaid, cemetery plot location, organ
donor instructions)
- Safe deposit boxes (institution names, address/telephone, location
of keys and list of contents, other names on safe deposit boxes)
- Tax records
|
| This document
has been reprinted with permission from:
Children of Aging Parents (CAPS)
P. O. Box 167
Richboro, PA 18954; (800) 227-7294
Web: http://www.caps4caregivers.org/
|
|
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