Organizing Paperwork for an Aging Loved One

Changes in their capabilities may signal a need for a "care plan."

Federal Citizens Information Center

When you start noticing changes in mental and physical capabilities of a loved one or friend, it may signal a need to develop a "care plan."

As a relative or friend ages, you may see a decline in mental and physical capabilities, even though the changes are likely to be slow and subtle. You wonder what can be done if a senior you know needs additional care or support.

A "care plan" will help define the services and support needed to provide appropriate assistance. A major part of that plan is the assembling of key documents.

Organizing Documents and Paperwork

Encourage your loved one to organize important medical information and other papers. Offer you help in a tactful way. It's critical that this be done while your loved one is medically and mentally competent. For example, if he or she has specific wishes for end of life, they need to be documented.

In One Place

The following items should be assembled in one place so they're available when needed:

• Medicare card
• Social Security card
• All health insurance ID cards
• Copy of birth certificate
• Names, phone numbers, and addresses of doctors
• List of current medications, the prescribing physician, and pharmacy
• Will, living will, and power of attorney
• Copies of insurance policies
• Contact information to reach the person's tax preparer, if one is used

Laminated Reference Sheet

It is a good idea for every senior to have a complete list of emergency telephone numbers and information. Laminate the list and put it an obvious place, such as on the refrigerator door or by the telephone. Put it in a place where Emergency Medical Technicians or others can access it.

The laminated sheet should contain:

• Senior's name, address, birth date, and medical insurance information
• Name and contact information of primary care giver
• Primary physician's name and contact information
• List of medications and dosages
• Names and contact information for other caregivers or relatives
• Medical specialists who have worked with the senior
• Availability of a living will

Gathering the information in an accessible place will also give the caregiver some peace of mind that things can be found quickly if the loved one's condition deteriorates quickly.

This article and hundreds more can be found in the "Member Library" at the NEA Member Benefits Web Site at www.neamb.com.