Essential Documents to Bring when Joining a Retirement Residence

Happy Senior Couple With Financial Advisor At Home Explaining About Retirement ResidenceMoving to a retirement residence or nursing home in West Hartford? Make sure you have all your important documents with you. There are many unexpected situations that could arise which might require this information to be easily available for facility staff.

Here is a checklist of Essential documents to bring to the application process:

  • Driver’s license
  • Social security card
  • Medicare/insurance coverage card
  • Legal power of attorney
  • Healthcare proxy
  • Living will
  • Advance directives

This is a List of some other documents to keep in your possession:

  • Birth certificate
  • Organ donor card
  • Marriage certificate
  • Credit cards
  • Safe-deposit box information and key
  • Trust, banking and loan information
  • Insurance policies
  • Tax returns
  • Stocks, bonds, real estate and other investments
  • Mortgage records
  • Receipts and appraisals for valuables
  • Military records

You can download and Print this Checklist here.

Senior man filling out paperwork and signing document for retirement residenceKnow where to find all your documents. You don’t want to be frantically searching for them at a critical time. It is preferable to keep them in a safe deposit box, fire-proof safe or master folder. Create a list of the contents and names of anyone who has access to it. Also make a list of important contacts such as immediate family members, your attorney, financial planner, tax advisor, beneficiaries, etc. Put them in an easily accessible place.

Many seniors don’t want to discuss their finances with anyone including their children. While your need for privacy is understandable, lack of any information can cause legal and financial issues for your loved ones should you become gravely ill or incapacitated. It is important to take someone into confidence and provide that individual with access to this critical information in case a situation arises.

At the Holiday Retirement Residences in West Hartford, Connecticut and Rhode Island, our team can help ensure a smooth transition to retired life. Three generations of the Roy family have been serving seniors and their families for more than 60 years.

Our residents say it’s like being at an all-inclusive hotel in your own home. We offer a full range of services from delicious and healthy meals, to housekeeping, laundry, social activities and entertainment. You are never alone and always well looked after.

Let our caring staff and management help ease your transition into a senior home in West Hartford. Call 860-233-8208 for more information about our retirement residence or fill out this online form to book a tour.

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