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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.
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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.
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I’ll agree with Longears, when my mom couldn’t sign we were told on a number of forms to hold her hand and help her make an X with a witness in the room. We did this several times and never had a problem
Representative Payee Social Security's Representative Payment Program provides financial management for the Social Security and SSI payments of our beneficiaries who are incapable of managing their Social Security or SSI payments. If you are concerned that someone you know becomes incapable of managing or directing the management of his or her benefits, please call us at 1-800-772-1213 (TTY 1-800-325-0778) to request an appointment to discuss your concerns.
I just went to Soc Sec office to change mailing address for uncle. Social Security will not accept Power of Attorney to change mailing address - just went through this 3 days ago for my uncle. I needed Dr letter saying he was incapable because of dementia. Luckily I had Dr statement. I spent about 20 minutes with SocSec rep answering questions and providing my ID, Now I have to get bank account with BOTH names on it - his + mine as representative payee. Once I have correct bank account - apparently simply being a POA for his account is NOT sufficient for SocSec - then I give the new bank account info to SocSec and they will start auto deposit to new account. If you already have a bank account with both names, I guess you'd be ok with existing account.
1st check after this address change will be paper check. So, I could not simply change his mailing address. Have to go through the representative payee bank account changes. (I already had the ability to sign and handle his 'previous' bank accounts to pay bills + make deposits.) But I don't think I am listed as 'owner or payee' on his accounts. Hence the new account.
SocSec did not give me paperwork to take home - it's all on computer. IF I hadn't had Dr letter about dementia, I'd have to go back to office when I had it. They couldn't give me packet.
They also say you need to be able to provide report of how funds are used for the persons well-being.
I was given the advice that I could get the doctors letter and then apply for Rep Payee at the local office just today. And yes, that process requires a bank account setup as Rep Payee, not just a joint account. I had to do this for my son to get SSDI benefits due to his father... and that was not just a joint account it had special provisions. In any case, SSA took the change of address over the phone and said nothing about a paper check. Which is not a huge issue for me if that happens... but I would have liked to know!! My SIL does much of the paperwork piece of it since I'm almost 6 hours away.
artc1954, My mom could not sign or understand what she was being asked to sign when I applied to be rep payee for her. Our local office said they deal with this every day. I gave them all the info, they entered it in the computer and gave me a form for mom to sign. They said we could hold her hand to make a mark on the signature line. The form has a place for a witness to sign that they know the person making the mark. Does not have to be notarized or anything. With that form signed, the SS office handled the rest of the paperwork. Once I was appointed they gave me a form to give to the bank and the bank gave me back forms for SS with the deposit info. All in all incredibly easy! Which is one reason I got busy getting the paperwork completed when mom went from assisted living into memory care. Pretty much anyone with access to mom's info could have gotten appointed and taken her check. The forms we filled out for admission to the ALF had more than enough info in them. I had read so many horror stories of elders signing away money and the family not knowing until too late! It happened to others in my family, but sadly it was family members who did the stealing.
Talk to social security, I was told they have a packet with the forms. I never pursued that avenue as my dad recovered beyond what the doctors had predicted.
The above questions are good and touch on, depending on the situation.
My Moms NH was payee for both her SS and pension. One thing I did not have to worry about.
Really need more info. Is wife on Medicaid because with a surviving spouse things work different. Do you and wife have a joint bank account? If so, not sure u would need to be payee since her SS check is direct deposited.
Is she on Medicaid? If so, the nursing home is probably the payee and can't be changed easily. Check with social worker at the facility.
You may need an attorney if you need some of wife's social security for your living expenses. Medicaid does not want to leave the "community spouse" (you) impoverished.
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.
Representative Payee
Social Security's Representative Payment Program provides financial management for the Social Security and SSI payments of our beneficiaries who are incapable of managing their Social Security or SSI payments. If you are concerned that someone you know becomes incapable of managing or directing the management of his or her benefits, please call us at 1-800-772-1213 (TTY 1-800-325-0778) to request an appointment to discuss your concerns.
Social Security will not accept Power of Attorney to change mailing address - just went through this 3 days ago for my uncle. I needed Dr letter saying he was incapable because of dementia. Luckily I had Dr statement.
I spent about 20 minutes with SocSec rep answering questions and providing my ID,
Now I have to get bank account with BOTH names on it - his + mine as representative payee. Once I have correct bank account - apparently simply being a POA for his account is NOT sufficient for SocSec - then I give the new bank account info to SocSec and they will start auto deposit to new account. If you already have a bank account with both names, I guess you'd be ok with existing account.
1st check after this address change will be paper check.
So, I could not simply change his mailing address. Have to go through the representative payee bank account changes. (I already had the ability to sign and handle his 'previous' bank accounts to pay bills + make deposits.) But I don't think I am listed as 'owner or payee' on his accounts. Hence the new account.
SocSec did not give me paperwork to take home - it's all on computer. IF I hadn't had Dr letter about dementia, I'd have to go back to office when I had it. They couldn't give me packet.
They also say you need to be able to provide report of how funds are used for the persons well-being.
Which is one reason I got busy getting the paperwork completed when mom went from assisted living into memory care. Pretty much anyone with access to mom's info could have gotten appointed and taken her check. The forms we filled out for admission to the ALF had more than enough info in them. I had read so many horror stories of elders signing away money and the family not knowing until too late! It happened to others in my family, but sadly it was family members who did the stealing.
The above questions are good and touch on, depending on the situation.
Really need more info. Is wife on Medicaid because with a surviving spouse things work different. Do you and wife have a joint bank account? If so, not sure u would need to be payee since her SS check is direct deposited.
Is she on Medicaid? If so, the nursing home is probably the payee and can't be changed easily. Check with social worker at the facility.
You may need an attorney if you need some of wife's social security for your living expenses. Medicaid does not want to leave the "community spouse" (you) impoverished.