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T H E C A R E G I V E R ’ S T O O L K I T
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CHAPTER 3
LEGAL & FINANCIAL CONCERNS
FINANCIAL DOCUMENTS
(to apply for long-term care medical assistance, you will need 5 years of bank
statements at a minimum along with the other documents listed below.)
DOCUMENT
LOCATION
Financial Power of Attorney
BANK ACCOUNT NUMBER:
BANK ACCOUNT NUMBER:
BANK ACCOUNT NUMBER:
Bank Statements
Mortgage Documents
Vehicle /Mobile Home Titles
Safe Deposit Box- Bank & Key Location
Most Recent Tax Return
List of Assets
LOCATION
Savings
Life Insurance Info/Contacts
Stocks
Sources of Income
Retirement Accounts
Property Owned/Deeds
Pension Documents
Investments/Annuities
Trusts
OTHER:
List of Debts
LOCATION
LOANS:
CREDIT CARDS:
OTHER:
My Checklist
(continued)
Harford County Department
of Community Services
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