Are you sure you want to exit? Your progress will be lost.
Who are you caring for?
Which best describes their mobility?
How well are they maintaining their hygiene?
How are they managing their medications?
Does their living environment pose any safety concerns?
Fall risks, spoiled food, or other threats to wellbeing
Are they experiencing any memory loss?
Which best describes your loved one's social life?
Acknowledgment of Disclosures and Authorization
By proceeding, I agree that I understand the following disclosures:
I. How We Work in Washington. Based on your preferences, we provide you with information about one or more of our contracted senior living providers ("Participating Communities") and provide your Senior Living Care Information to Participating Communities. The Participating Communities may contact you directly regarding their services. APFM does not endorse or recommend any provider. It is your sole responsibility to select the appropriate care for yourself or your loved one. We work with both you and the Participating Communities in your search. We do not permit our Advisors to have an ownership interest in Participating Communities.
II. How We Are Paid. We do not charge you any fee – we are paid by the Participating Communities. Some Participating Communities pay us a percentage of the first month's standard rate for the rent and care services you select. We invoice these fees after the senior moves in.
III. When We Tour. APFM tours certain Participating Communities in Washington (typically more in metropolitan areas than in rural areas.) During the 12 month period prior to December 31, 2017, we toured 86.2% of Participating Communities with capacity for 20 or more residents.
IV. No Obligation or Commitment. You have no obligation to use or to continue to use our services. Because you pay no fee to us, you will never need to ask for a refund.
V. Complaints. Please contact our Family Feedback Line at (866) 584-7340 or ConsumerFeedback@aplaceformom.com to report any complaint. Consumers have many avenues to address a dispute with any referral service company, including the right to file a complaint with the Attorney General's office at: Consumer Protection Division, 800 5th Avenue, Ste. 2000, Seattle, 98104 or 800-551-4636.
VI. No Waiver of Your Rights. APFM does not (and may not) require or even ask consumers seeking senior housing or care services in Washington State to sign waivers of liability for losses of personal property or injury or to sign waivers of any rights established under law.I agree that: A.I authorize A Place For Mom ("APFM") to collect certain personal and contact detail information, as well as relevant health care information about me or from me about the senior family member or relative I am assisting ("Senior Living Care Information"). B.APFM may provide information to me electronically. My electronic signature on agreements and documents has the same effect as if I signed them in ink. C.APFM may send all communications to me electronically via e-mail or by access to an APFM web site. D.If I want a paper copy, I can print a copy of the Disclosures or download the Disclosures for my records. E.This E-Sign Acknowledgement and Authorization applies to these Disclosures and all future Disclosures related to APFM's services, unless I revoke my authorization. You may revoke this authorization in writing at any time (except where we have already disclosed information before receiving your revocation.) This authorization will expire after one year. F.You consent to APFM's reaching out to you using a phone system than can auto-dial numbers (we miss rotary phones, too!), but this consent is not required to use our service.
✔
I acknowledge and authorize
✔
I consent to the collection of my consumer health data.*
✔
I consent to the sharing of my consumer health data with qualified home care agencies.*
*If I am consenting on behalf of someone else, I have the proper authorization to do so. By clicking Get My Results, you agree to our Privacy Policy. You also consent to receive calls and texts, which may be autodialed, from us and our customer communities. Your consent is not a condition to using our service. Please visit our Terms of Use. for information about our privacy practices.
Mostly Independent
Your loved one may not require home care or assisted living services at this time. However, continue to monitor their condition for changes and consider occasional in-home care services for help as needed.
Remember, this assessment is not a substitute for professional advice.
Share a few details and we will match you to trusted home care in your area:
My friend of 28 years is dying (87 years old)..I manage her bank account and pay her bills. She receives a pension and SS. WHAT DO I DO?...I do not have a POA. She does trust me...THANKS!!!
As far as the pension, if it is federal (like civil service type), it too follows the pattern eyerishlass experienced for SS but maybe a month later. For my mom, SS was clawed back from her checking account within 30 days; federal retirement within 60 days. If its direct deposit, it gets clawed back so you have to leave the full amount in the bank as they will continue to try to get with NSF charges each time if not there.
On the bank account, is it POD (pay on death) to you? If not, I'd try to get her (& you) dressed nice and as sharp as possible with good ID's to get this done at the bank ASAP. Really ASAP. You want to call to set an appointment with a bank officer ahead of time do they can already review her account and have paperwork at the ready. If her bank is old-school & has a trust department, someone in that dept would be ideal as they deal with this stuff all the time. You do not have to be her DPOA to get the account POD to you.
Do you know if she has a will? If so, who is the executor?
What about funeral costs? Does she have a preneed done & paid for? Or is dealing with this likely to fall to you to deal with? If so, having the account POD enables you to move the $ to an account in your name & use her $ to pay for funeral or cremation. If you don't have your own account at her bank, I'd really suggest you open an account in your name the day the POD stuff is done. it will be into this account all the $ left in her POD account will go into. Comprende?
Other than the $ in the bank, does she have other assets ..... House, car, CD 's?
Did she execute a Will? If not, her assets will be divided according to the state's laws on intestacy (dying w/o a will).
Immediately, though, any family should be notified. If there are none, I honesty am not sure how you would get authority to take care of her assets, without petitioning a court for same, but if you are a co-signer on her bank account, you would arrange for her funeral (if you want to have one), pay expenses of her last illness, then close the account.
Where is she living? Does she have property or assets of which to dispose?
I can help you with the social security part. When my dad died his social security stopped automatically. I don't know how or who informed them but it just didn't show up in his account after he died. I'm sure my dad's social security number was entered on some official death document somewhere and that's how the SSA was informed but to the best of my recollection I didn't have to do anything when it came to the social security.
Does your friend have a next of kin? I would think that her pension and money from the bank account would go to the next of kin. Since you pay her bills I'm assuming that your name is on the bank account?
If her pension and bank account are substantial you might have to contact an estate attorney. I would do so as soon as possible while your friend is alive. Has she discussed her wishes with you?
By proceeding, I agree that I understand the following disclosures:
I. How We Work in Washington.
Based on your preferences, we provide you with information about one or more of our contracted senior living providers ("Participating Communities") and provide your Senior Living Care Information to Participating Communities. The Participating Communities may contact you directly regarding their services.
APFM does not endorse or recommend any provider. It is your sole responsibility to select the appropriate care for yourself or your loved one. We work with both you and the Participating Communities in your search. We do not permit our Advisors to have an ownership interest in Participating Communities.
II. How We Are Paid.
We do not charge you any fee – we are paid by the Participating Communities. Some Participating Communities pay us a percentage of the first month's standard rate for the rent and care services you select. We invoice these fees after the senior moves in.
III. When We Tour.
APFM tours certain Participating Communities in Washington (typically more in metropolitan areas than in rural areas.) During the 12 month period prior to December 31, 2017, we toured 86.2% of Participating Communities with capacity for 20 or more residents.
IV. No Obligation or Commitment.
You have no obligation to use or to continue to use our services. Because you pay no fee to us, you will never need to ask for a refund.
V. Complaints.
Please contact our Family Feedback Line at (866) 584-7340 or ConsumerFeedback@aplaceformom.com to report any complaint. Consumers have many avenues to address a dispute with any referral service company, including the right to file a complaint with the Attorney General's office at: Consumer Protection Division, 800 5th Avenue, Ste. 2000, Seattle, 98104 or 800-551-4636.
VI. No Waiver of Your Rights.
APFM does not (and may not) require or even ask consumers seeking senior housing or care services in Washington State to sign waivers of liability for losses of personal property or injury or to sign waivers of any rights established under law.
I agree that:
A.
I authorize A Place For Mom ("APFM") to collect certain personal and contact detail information, as well as relevant health care information about me or from me about the senior family member or relative I am assisting ("Senior Living Care Information").
B.
APFM may provide information to me electronically. My electronic signature on agreements and documents has the same effect as if I signed them in ink.
C.
APFM may send all communications to me electronically via e-mail or by access to an APFM web site.
D.
If I want a paper copy, I can print a copy of the Disclosures or download the Disclosures for my records.
E.
This E-Sign Acknowledgement and Authorization applies to these Disclosures and all future Disclosures related to APFM's services, unless I revoke my authorization. You may revoke this authorization in writing at any time (except where we have already disclosed information before receiving your revocation.) This authorization will expire after one year.
F.
You consent to APFM's reaching out to you using a phone system than can auto-dial numbers (we miss rotary phones, too!), but this consent is not required to use our service.
On the bank account, is it POD (pay on death) to you? If not, I'd try to get her (& you) dressed nice and as sharp as possible with good ID's to get this done at the bank ASAP. Really ASAP. You want to call to set an appointment with a bank officer ahead of time do they can already review her account and have paperwork at the ready. If her bank is old-school & has a trust department, someone in that dept would be ideal as they deal with this stuff all the time. You do not have to be her DPOA to get the account POD to you.
Do you know if she has a will? If so, who is the executor?
What about funeral costs? Does she have a preneed done & paid for? Or is dealing with this likely to fall to you to deal with? If so, having the account POD enables you to move the $ to an account in your name & use her $ to pay for funeral or cremation. If you don't have your own account at her bank, I'd really suggest you open an account in your name the day the POD stuff is done. it will be into this account all the $ left in her POD account will go into. Comprende?
Other than the $ in the bank, does she have other assets ..... House, car, CD 's?
What about family?
Immediately, though, any family should be notified. If there are none, I honesty am not sure how you would get authority to take care of her assets, without petitioning a court for same, but if you are a co-signer on her bank account, you would arrange for her funeral (if you want to have one), pay expenses of her last illness, then close the account.
Where is she living? Does she have property or assets of which to dispose?
Does your friend have a next of kin? I would think that her pension and money from the bank account would go to the next of kin. Since you pay her bills I'm assuming that your name is on the bank account?
If her pension and bank account are substantial you might have to contact an estate attorney. I would do so as soon as possible while your friend is alive. Has she discussed her wishes with you?