Are you sure you want to exit? Your progress will be lost.
Who are you caring for?
Which best describes their mobility?
How well are they maintaining their hygiene?
How are they managing their medications?
Does their living environment pose any safety concerns?
Fall risks, spoiled food, or other threats to wellbeing
Are they experiencing any memory loss?
Which best describes your loved one's social life?
Acknowledgment of Disclosures and Authorization
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 ConsumerFeedback@aplaceformom.com 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.
✔
I acknowledge and authorize
✔
I consent to the collection of my consumer health data.*
✔
I consent to the sharing of my consumer health data with qualified home care agencies.*
*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.
Mostly Independent
Your loved one may not require home care or assisted living services at this time. However, continue to monitor their condition for changes and consider occasional in-home care services for help as needed.
Remember, this assessment is not a substitute for professional advice.
Share a few details and we will match you to trusted home care in your area:
My husband, a Marine Vietnam veteran, has vascular dementia, so I will be his fiduciary and will take care of his income from VA. Any suggestions on record keeping and what is or isn’t allowed?
RDiane, Just as a follow up to my initial post...I was initially very nervous about being appointed as spouse fiduciary for my husband's veteran benefits. I didn't know what to expect. The VA representative who contacted me was incredibly nice and explained everything they needed and answered all my questions about my responsibilities as his fiduciary. Once I submitted all the paperwork, took the online course and answered their questions, I got a letter notifying me as the VA fiduciary. They informed me fully of what they expect of me. It's not as intimidating as it sounds.
Diane, first off, thank you to your husband for his service and to you, being married to a serviceman is not a cake walk for their family and I appreciate the sacrifices you all made so we can live in a free country.
If you do not use a bookkeeping program, the easiest way to keep track of how you are using the money is to do a simple ledger, like an old fashioned check register.
Date: Payment or deposit: To or from: Amount: What it was for: ie VA deposit Groceries, mortgage etc
Or you can do a write in on the bank statement to ensure each transaction has all the above information.
Record keeping is pretty simple if you just do it regularly.
Jan had some really great advice for how the VA functions and the assistance available to you.
My suggestion is to research on the internet the rules for POA for state and federal and you need to know that your POA pays for expert advice; that's allowed and part of expenses. See an elder law attorney. I kept a running month to month ledger of every penny in and every penny out and a file box of receipts for all bills, medical and otherwise, payments and etc. I kept a daily diary as well. In ink, composition books with no tearouts legal in court.
As to the VA that is for you to privately research in your area; they have a good online site as well. Ask for all the help you can from their social services outreach. Wishing you good luck. If anyone here has negotiated VA I am hoping they will invite you to contact them by private message and they can perhaps share info for you as you come up with questions.
I am spouse fiduciary for my husband's VA benefits. He is also 100% disabled. To be named fiduciary, the VA had me send them a list of our monthly expenses, and income. This was to ensure there's not more money being spent than coming into the household. Someone will talk to you about how long you have been paying the bills and managing the money, and if there is any help you need. There is a fiduciary course on the computer and you will be sent a link. There's 10 segments to the course, and each segment has a computerized test at the end. The biggest concern the VA has is that you are using his funds to get things hubby needs and to manage the household. Rent/mortgage, insurance, groceries, clothes, entertainment. They want to know the money is being spent wisely.
The other things I would suggest is read your heart out. I would look for "dummies" books such as Veteran Benefits for Dummies. Check out how to act as a Fiduciary in your state online. The internet and books are our friends. No one on any Forum could every supply you the specific references you might need at the drop of the hat. I acted as POA/Trustee for my bro; it is a job and you need guidance. Wishing you such good luck.
In addition to what Fawnby has said let me add this. Look into whatever renovations the VA will do in order for your husband to remain at home. I know of several people (husbands 100%) had their homes made handicap accessible so that when a walker, wheelchair or transfer equipment was needed those items could be used safely.
The VA specifies that their compensation is to be spent on the veteran. As his fiduciary, it’s your responsibility to make sure that happens. You can’t use the money for your own benefit, such as a cruise for yourself. And the paperwork they provided should say that the VA has the right to audit. It’s up to you how you keep the records, but since you may be audited, they need to be clear and accurate.
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 ConsumerFeedback@aplaceformom.com 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.
Just as a follow up to my initial post...I was initially very nervous about being appointed as spouse fiduciary for my husband's veteran benefits. I didn't know what to expect.
The VA representative who contacted me was incredibly nice and explained everything they needed and answered all my questions about my responsibilities as his fiduciary. Once I submitted all the paperwork, took the online course and answered their questions, I got a letter notifying me as the VA fiduciary. They informed me fully of what they expect of me. It's not as intimidating as it sounds.
If you do not use a bookkeeping program, the easiest way to keep track of how you are using the money is to do a simple ledger, like an old fashioned check register.
Date:
Payment or deposit:
To or from:
Amount:
What it was for: ie VA deposit
Groceries, mortgage etc
Or you can do a write in on the bank statement to ensure each transaction has all the above information.
Record keeping is pretty simple if you just do it regularly.
Jan had some really great advice for how the VA functions and the assistance available to you.
As to the VA that is for you to privately research in your area; they have a good online site as well. Ask for all the help you can from their social services outreach. Wishing you good luck. If anyone here has negotiated VA I am hoping they will invite you to contact them by private message and they can perhaps share info for you as you come up with questions.
Good luck.
To be named fiduciary, the VA had me send them a list of our monthly expenses, and income. This was to ensure there's not more money being spent than coming into the household. Someone will talk to you about how long you have been paying the bills and managing the money, and if there is any help you need. There is a fiduciary course on the computer and you will be sent a link. There's 10 segments to the course, and each segment has a computerized test at the end. The biggest concern the VA has is that you are using his funds to get things hubby needs and to manage the household. Rent/mortgage, insurance, groceries, clothes, entertainment. They want to know the money is being spent wisely.
I would look for "dummies" books such as Veteran Benefits for Dummies. Check out how to act as a Fiduciary in your state online.
The internet and books are our friends.
No one on any Forum could every supply you the specific references you might need at the drop of the hat.
I acted as POA/Trustee for my bro; it is a job and you need guidance.
Wishing you such good luck.
Look into whatever renovations the VA will do in order for your husband to remain at home. I know of several people (husbands 100%) had their homes made handicap accessible so that when a walker, wheelchair or transfer equipment was needed those items could be used safely.