I had zero problem with switching all my Dad's mail over to my house. I brought home a change of address card, filled it out, Dad signed it. Also, did the same for his Post Office Box.
You can also consider a change of address form from post office. I did this with my POA. You can then hand deliver to your Mom the mail that is personal and hers.
I opened a checking account with my LO and the two of us who are POAs.
As soon as our POA took effect, I began paying each bill, one at a time, with one of those checks.
If the bill asked for a “new address” I filled that out using MY address. If not, I put her last name/my last name and my address as the return address on the envelope.
All went very simply except the phone bill REFUNDS, which were a nuisance but just because it took a few phone calls.
My LO NEVER SIGNED ANYTHING, because the POA was already in effect.
I became LO’s “designated payee” for LO’s Social Security using a note written by the psychiatrist who had tested and diagnosed her as having dementia, and being in need of help and supervision, and IMMEDIATELY had her SS payment direct deposited to our (hers and the 2 POA’s) checking account.
EVERY bill that is incurred by LO is paid through that checking account, making record keeping, especially income tax and reporting as designated POA, relatively easy and straightforward.
I’ve used this “system” successfully twice. Hope it works as well for you!
You do this one entity at a time, and they ALL want your paperwork, so get the copy machine going now. You call each entity as well. Your Mom will have to sign for a lot of it. For instance, for my brother we had forms to fill out for almost EVERYONE including medicare (sent copies to me) his supplemental insurance, his phone (Spectrum was an ongoing nightmare requiring hours and hours of mess ups and calls), just every single thing from home insurance, and et al. It took about a good year to get it all in place. Once done it was done for the most part. But I had to contact and arrange with everyone. Luckily we could do a lot of it together. Went to all the banks, and etc. For IRS and for the Social Security you cannot use POA and have whole other process and papers if you need to do them. It's tough. I know! And that was in a small estate well organized.
Easy peasy.
As soon as our POA took effect, I began paying each bill, one at a time, with one of those checks.
If the bill asked for a “new address” I filled that out using MY address. If not, I put her last name/my last name and my address as the return address on the envelope.
All went very simply except the phone bill REFUNDS, which were a nuisance but just because it took a few phone calls.
My LO NEVER SIGNED ANYTHING, because the POA was already in effect.
I became LO’s “designated payee” for LO’s Social Security using a note written by the psychiatrist who had tested and diagnosed her as having dementia, and being in need of help and supervision, and IMMEDIATELY had her SS payment direct deposited to our (hers and the 2 POA’s) checking account.
EVERY bill that is incurred by LO is paid through that checking account, making record keeping, especially income tax and reporting as designated POA, relatively easy and straightforward.
I’ve used this “system” successfully twice. Hope it works as well for you!