SENIORS FIRST PLACER COUNTY RESOURCE GUIDE
The “40–70” Rule Checklist will assist you in developing and tracking your action plan progress in the following areas: • Living Choices • Financial Choices • Health • Relationships and Dating • Driving • End of Life Organizing Information What information should a family caregiver organize? The answer to this question is different for every family. You might want to help organize the following information and update it regularly. This list is just a starting point. • Full legal name and residence
• Birthdate and place, with a copy of birth certificate • Social Security and Medicare numbers and cards • Education and military records (DD 214) • Employment history with dates and addresses • Sources of income and assets:
o Investment income o Stocks and bonds o Property o Insurance policies o Bank accounts o Deeds o Investments and other valuables
• Most recent income tax return • Money owed, to whom and when payments are due • Plan for future care and needs
Questions? Call Seniors First 530-889-9500
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