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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.
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.
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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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Misguided, when you talk to Human Resources, ask if the company had a life insurance on your Mom or Dad.
I know I was surprised when I had called to cancel my Dad's pension, and HR told me they had a life insurance policy and would mail me out a check to the Estate of ________.
If it is an annuity check, state or local government pension, or company pension, there MAY have been a minimum distribution period guarantee - like 10 years. If she passed in less than 10 years, the beneficiary would be entitled to payments until the 10 years is over. My mom took the option for 10 years minimum payouts (and lived longer). When I received her annuity balance, I had option for minimum payout guarantee as well - I chose 10 years too. I also have my own pension, with a supplemental of which I chose to take over 7 years.
This should be checked out with the payor of the annuity (insurance company or financial institution) or pension (employer).
Check the pension with the Pension Board of the Department where she was employed. She may have designated you as a beneficiary. If there is an error and the Pension Board was not properly notified you will have to return the money.
There is a difference between SS and "pension". I am surprised if SS is still going into the joint account. When my father passed, they took that money right away, even though he only died on Feb 4th, they took it back. We didn't have to do anything. If it is truly pension money, like others said, call human resources of the place the pension is coming from. That money will need to be refunded.
You really should have notified the provider of the pension at the time of her death and provided them with a death certificate. You need to do so now and return her pensions since her death per their instructions as to how.
well S.S will want every penny back & they will need to have a copy of the death certificate ..see the s.s will let you keep the 1st months check if they passed for 1 week after they got the check like if they passed on the 8 th & got the check on the 1st or 2nd .. so if you do not return the money they will be very strict !!! they might even put you in jail if they do not get the money back !!! you should have report it right away !! you have to call them i am sure they would understand a week of waiting but i do not know what they will do for months !! have you ever dealt with the I.R.S ?? I HAVE & another co worker had too .well this was in the late eighties .he refused to pay his self employment pay to the i.r.s & he called them up & they told him if he did not pay they will double what he had to pay back & they did ..so you better stop & get things straight before it gets way to big for you to handle ..but i do not know about the pension though !!!! good luck & make sure the money is in that account they will get it from there !! s.s that is
Misguided, if your mother is getting "pension checks" either from a place where she had worked or where your Dad had worked, you need to call Human Resources and tell them that Mom had passed. Don't be surprised if the company will request the the past few months of checks to be returned.
Now, for Social Security, the funeral home usually calls Social Security and tells them of a person's passing along with their Social Security number. If a check had been sent out SS usually will pull the money back out of a checking account.
Are you referring to her Social Security Checks? If so, tell the bank that your mom died and when. You can also call social security and tell them. Look on line for their number. They will take the money back out of your account. I'm sorry for the loss of your mom.
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.
That would be a sweet surprise, even in the face of the tragedy. Cool!
I know I was surprised when I had called to cancel my Dad's pension, and HR told me they had a life insurance policy and would mail me out a check to the Estate of ________.
This should be checked out with the payor of the annuity (insurance company or financial institution) or pension (employer).
If there is an error and the Pension Board was not properly notified you will have to return the money.
I HAVE & another co worker had too .well this was in the late eighties .he refused to pay his self employment pay to the i.r.s & he called them up & they told him if he did not pay they will double what he had to pay back
& they did ..so you better stop & get things straight before it gets way to big for you to handle ..but i do not know about the pension though !!!! good luck & make sure the money is in that account they will get it from there !! s.s that is
Now, for Social Security, the funeral home usually calls Social Security and tells them of a person's passing along with their Social Security number. If a check had been sent out SS usually will pull the money back out of a checking account.