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My father has dementia and is in a nursing home in VA. I have POA. His house has been sold and I live in PA. For income taxes etc. and his retirement benefits info for the company he worked for, is the nursing home in VA considered his offical/permanent address? I am in the process of proving to his "company" that I am POA but they are asking for...Permanent address, Pension check mailing address and alternative address. His pension check is auto deposit to his bank account.

Under no circumstances have his mail sent to the nursing home. It'll disappear.

Your address is his mailing address.
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Reply to MJ1929
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As guardian and conservator for my mom, all mail came as. Person's name, then c/o me plus my address.
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Reply to MACinCT
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If that's where he lives 24/7/365 then that is his residence. My MIL has been in different facilities since 2016. Those were always her permanent addresses. We have all her mail routed to our house since my husband in her PoA. But on all her essential documents, it's the facility's address.
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MarcStephen Nov 16, 2023
Thanks so much for taking the time to help. Also, Did you have to do anything with the SSA as far as benefits? His check is auto-deposited to his bank and I am on his checking account and write out checks from his account to the NH. The money is used only for him and his expences. His NH is being paid out of pocket from years of savings. Then once the money is gone we will have to relocate him to PA to a NH that accepts mediCAID closer to us.
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Marc
One other thought on this topic. After my DH aunt went Into the NH I failed to check with the NH admin to make sure they would only put personal mail like cards in her room and forward or hold any other mail for me. (someone has to open her cards and read them but she enjoys getting them).
I am POA and they have a copy of the POA. she has dementia. I kept thinking it was odd I hadn’t received certain documents. One day I asked the NH if they had any mail for aunt. Oh yes, here in this file they said. 🤨
My take on it was they are accustomed to receiving all the mail for many of their patients and didn’t think it was unusual that they received it. So you might ask what the procedure is for your father at his home if you haven’t already.
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MarcStephen Nov 15, 2023
Thanks so much for taking the time to help. Also, Did you have to do anything with the SSA as far as benefits? His check is auto-deposited to his bank and I am on his checking account and write out checks from his account to the NH. The money is used only for him and his expences. His NH is being paid out of pocket from years of savings. Then once the money is gone we will have to relocate him to PA to a NH that accepts mediCAID closer to us.
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Yes, the nursing home is his official residence but all of his mail is supposed to be coming to your address because you are his POA.

He should not ever receive any piece of mail other than a greeting card or catalog at the nursing home.

His residence is the nursing home. His mailing address is wherever his POA says it is.
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Reply to BurntCaregiver
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MarcStephen Nov 16, 2023
Thank you for your help.
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I’m going to say it’s his legal residence but not his mailing address. That would be your address.

I had a little experience with this for my DH Aunt but hers is not as complicated as both addresses were in the same state. I would not want anything as important as you describe being mailed to the NH. If everything can be done electronically, then that’s a thought.I would probably contact the IRS or CPA and ask and then contact the human resources or company benefits contact and find out your options. I suspect both will be your address.
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Reply to 97yroldmom
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Hi- I moved my mom from CO to CA in Sep 2023. She’s now in her 2nd AL facility. Here’s what I recommend: If a physical address is required, you can provide the AL address, but I would not recommend directing any mail to the facility (esp important and financial documents). Use your address as “mailing” for everything, including tax returns (you can differentiate between “physical” and “mailing” for IRS and probably for state as well). Even accounts that are direct pay or direct deposit should have a current mailing address, particularly the pension as they will send a year end tax form. Hope that helps. Since taxes are determined, in large part, by residency, the physical address is crucial for only a few key determinations.
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Reply to christinenc
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That is a question for you to ask each entity as you work through setting up your files and taking on this difficult and onerous task. If your experience mirrors mine, you have a lot of phone wait time coming.

Often you will be told to provide them with his address, stipulating that this is a nursing home resident, and with the mailing address which should now be to your home.
I did this work for my brother as I was POA and Trustee of Trust and took over all accounts and finances for him. I lived at one end of California and he at the other. It took a good YEAR with a very very good POA written well by an attorney to get things ironing out as to mailing addresses and etc. IRS and SS and Medicare was the most difficult, as normal POA doesn't apply for them. My brother had to be competent enough to request mailings go to me. Other entities did recognize the POA but I was busy delivering and copying POA/Trusts for a year. Once done things ran more smoothly, but wow, what a job, and that with a very easily managed estate.
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Reply to AlvaDeer
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MarcStephen: Yes, the nursing home is his official residence. However, as you are his 'agent' in POA, all mail with the exception of greeting cards should be coming to you.
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Reply to Llamalover47
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Geaton777 Nov 19, 2023
You can't tell the Post Office to reroute only greeting cards. Either all the mail is rerouted or none of it.
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Hello, my mom is in a 24 hr care home now. We both reside in the same state. 4 years ago she received all her mail at the AL home at that time. (I am also co-trustee and POA for financial matters). After she started questioning her banking etc., and made a few phone calls back then, I changed her address to my home so I get everything now. Her friends have her current physical address so she gets any greeting cards sent there. But all financial, tax and business matters are sent to me. Hope that helps!
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