The decision to move into an assisted living community is not one made lightly so it comes as no surprise that the process of apply to live in such a community would require some legwork from you. Every assisted living community requires a series of documents for the application process. It is important to track down these documents as some of them may be very old and have suffered some wear and tear through the years. As such, you should start gathering the necessary paperwork early in case you need to order new documents. The needed paperwork can differ from community to community, but generally, there are 14 important documents you will need if you’re looking into senior living communities near Hardy, VA.
Common Documents You May Need
Every senior living community will have different requirements and demand documentation from you, but there some documents that are more ubiquitously requested. Here is a checklist of 10 important documents that are most commonly asked for:
- Birth certificate
- Driver’s license
- Social Security card
- Insurance card
- Medicaid or Medicare cards
- Organ donor card
- Legal Power of Attorney paperwork
- Living will
- Healthcare proxy paperwork
- Advance directives
Certain assisted living communities may also ask for the following documents, or you may need these documents on-hand if you are submitting the application in place of your loved one:
- Mortgage paperwork
- Marriage certificate
- Loan or credit card statements
- Military records
It would be wise to make copies of each of these documents and provide the copied version to the assisted living community during your application process. If you are unsure about the types of documents you will need for the application process, please contact us for further information.
Other Financial Documents You May Need
It is not uncommon for family members to take over financial management for their aging loved ones. If you are looking to move your loved one into a senior living community, it is imperative that you keep track of all of the documentation highlighted above, as well as a few more financial records.
Look into acquiring documents regarding tax returns from the past seven years, along with insurance policies, and documentation on all of their assets. This may include bank account statements, real estate holdings paperwork, trust documents, stocks and bonds documentation and any other related information. Additionally, if you loved one owns any valuable assets such as artwork and collectibles, you should locate any appraisals and receipts for those items.
Other Additional Information
To further support your journey to help your loved one move into an assisted living community, you should consider acquiring the contact information of relevant parties you may need to reach out to. This may include an attorney, insurance agents, bank representatives from the financial institutions utilised by your loved one, along with a financial adviser and a tax advisor. If your loved one has existing contacts they reach out to for their finances and assets, try to make contact with the same agents. If not, you may also seek out such contacts independently.