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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.
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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.
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The Mother selected her son to be the POA years ago. POA is written by a Trust Attorney and appears in the trust. The son is now responsible for her financial care.
Leagleeagle, I was financial Power of Attorney for my Dad, and when Dad decided he no wanted to bother paying bills, etc. I was allowed to set up a checking account with both our names [no funds co-mingled] and to review all financial matters.
Is there a problem with the son keeping tabs on his Mother's financials? Curious why you had asked.
If you mean, can the POA look over his mother's bank accounts to understand her costs, her spending patterns, her income, her assets and so on - the POA not only has the right to, the POA must do this. The POA is taking responsibility for her finances. Of course he needs full information about them.
If you mean, does the POA have the right to delve back into the past... Well, for at least the last five years, certainly he does. He may have to produce accounts for all sorts of purposes, and will need access to his mother's financial history.
Who is disputing the son's right to this information? If it's the mother, and she is still legally competent, she can solve the problem by revoking the existing POA and appointing somebody else (or not, even). If it's the mother and she isn't legally competent, but she still doesn't like her son asking questions, that's trickier.
Would you like to explain what problem has arisen in a little more detail?
I sense there's a lot more to this situation than the question. And your choice of words leads me to believe that this may not be a situation in your family. Are you concerned about someone you know, or are you related? What is your role?
Think I read a while back that in the USA some financial institutions would not honour the POA unless it was their own forms that had been completed!
Which made for fun as that’s why did POA documents yet being refused and now person incompetent so couldn’t sign new ones by that specific financial institution. One person got round it by taking their mum on a good day to sign new one!
Normally a POA has the right to review bank accounts - though generally they just act and monitor from the time they take on the responsibility.
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.
Is there a problem with the son keeping tabs on his Mother's financials? Curious why you had asked.
If you mean, can the POA look over his mother's bank accounts to understand her costs, her spending patterns, her income, her assets and so on - the POA not only has the right to, the POA must do this. The POA is taking responsibility for her finances. Of course he needs full information about them.
If you mean, does the POA have the right to delve back into the past... Well, for at least the last five years, certainly he does. He may have to produce accounts for all sorts of purposes, and will need access to his mother's financial history.
Who is disputing the son's right to this information? If it's the mother, and she is still legally competent, she can solve the problem by revoking the existing POA and appointing somebody else (or not, even). If it's the mother and she isn't legally competent, but she still doesn't like her son asking questions, that's trickier.
Would you like to explain what problem has arisen in a little more detail?
Which made for fun as that’s why did POA documents yet being refused and now person incompetent so couldn’t sign new ones by that specific financial institution. One person got round it by taking their mum on a good day to sign new one!
Normally a POA has the right to review bank accounts - though generally they just act and monitor from the time they take on the responsibility.
Lol re name and question !