Just like everything else these days, being a caregiver means keeping up with paperwork. Storing all the pertinent information in a single place, whether it's in a loose-leaf binder or a series of folders, can help immensely. Here's a checklist of some of the information and documentation you should collect:
Personal and lifestyle information
This includes such often-requested data as social security card, an insurance policy, a driver's license, as well as an HMO, Medicare or Medicaid number. It's also a good idea to gather telephone numbers of physicians, neighbors, clergy members, attorneys and friends.Financial and legal information
Includes local statements from banks and brokers that list your loved one's assets and liabilities. You will also want to have copies of a birth certificate, deeds, appraisals, titles, a will, life insurance policies, and other documents.Health and medication
Include the names and addresses of your loved one's primary care physician as well as any specialists. Keep track of all the medications your loved one takes as well as their refill number.Insurance and security
List the policy name and number for all the insurance policies your loved one has taken out. Be sure to include the name of the agent and the agent's phone number with each one.Locating this information can be time-consuming, but it's worth it in the end. When loved ones are unable to help, begin by speaking with their attorney of the executor of their will.
