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
[email protected] 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.
*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.
Jan 2019 & Dec 2019 End of Month statements
Jan 2020 & Dec 2020 EOM
Jan 2021 & Dec 2021 EOM
Jan 2022 & Dec 2022 EOM
all of 2023, all of 2024 in including this month for every account. Medicaid will have basically last 15 months in detail.
fwiw for my mom she had CDs and TBills, so timed deposits. One item that was also required by Medicaid was an on bank letterhead done by bank officer letter as to the disposition on all timed deposits as to where they went to upon close out/non renewal. Took better part of a morning at the bank. So for example CD #98765 balance $5,432.00 expired 1/23/17 deposit into checking account # 6564 on 1/23/17 for $5432.00. All of hers went in full in to her drawing account, matching up completely. I am 100&1% convinced that if all the $ did not go in full to her checking account a she / I would have had to deal with transfer inquiry. Apparently close out on timed deposits often fall off the radar but the caseworker can follow it back due to IRS reported interest.
If you are a signatory on all the account and have yourself an account at the banks, I think you’ll get better traction doing your request for old items. It might not help you, but for anyone reading this, it’s imho something for POA to consider once your folks get more up in age.
If you don't have an online account, set one up. I set up an online account for my mom's checking account, and it made things so much easier.
I was lucky, my Mom kept her bankstatements for 5 years. Then the caseworker only took 4 a year from that pile. I too keep 5 yrs back.
They take up no room at all. A simple manila envelope. Have them for my SINGLE credit card as well.
And boy, my bro was the MASTER of organization. What a gift that was.
Igloo's comment below shows just how onerous this can get!
Folks, do the kids a favor. Begin organizing files and instructions NOW.
I even have a fully decorated (with skeletons) Day of the DEAD book for my daughter and for my partner. Includes everything including how to shut down my FB account, which of my friends to notify, what the phone numbers are to cancel my pensions automatic deposits so accounts aren't frozen, and on and on.