Are you caring for a loved one?
Do you struggle with all the paperwork for your LO? I use a heavy-duty 2” binder. I start a new binder each year.
All receipts, bills, Medicare & SS forms, etc go into the notebook. Everything is filed by date within sections.
Here are the dividers/sections I have for this year:
Bills Pending – unpaid or disputed bills. With notes why they aren’t paid, record of who I spoke with if calls made, etc.
Bills Paid – in order I paid them. Each bill has the date paid and method.
Example: 2/8/21 Ck# 2087 (this is by far my thickest section.)
Bank Statements – my person gets one consolidated statement. If your person has many accounts, you’ll need a divider for each account. In the front of this section is a sheet with her account numbers, my contact at the bank, online banking ID and password.
Medicare – any correspondence from Medicare including monthly statements. A copy of her Medicare card along with contact info (website, phone, etc) are in the front of this section.
Social Security – included the annual form explaining how much she gets each month and a copy of my annual Designated Payee Report. Copy of her card is in the front of this section.
Blue Cross – this is my person’s supplemental provider. All explanations of benefits (monthly reports) go here along with any notices regarding premium changes. In the front of this section I have a copy of her card (front and back) along with the phone number and address for their customer service.
Cigna – my person’s Part D provider. Same stuff as Blue Cross
Assisted Living – copies of Care Plan, notices of fee changes, any letters I sent or received regarding care or complaints. List of main contacts – executive director, director of nursing, etc.
Home Health – copy of contract. Contact list for our nurse, PT, etc. Any correspondence related to fee changes, care plan changes, complaints,etc
Court Documents – as a court-appointed conservator and guardian, I have to file annual reports with the court. Copies go here.
Taxes – annual tax return, any property tax notices, etc.
My reporting year for the court begins June 1, so my notebook is June-May. If you don’t report to a court, keep yours simple and go January to December.
As you can see, this notebook has sensitive information in it. I keep it in a locked filing cabinet.
I hope this is helpful for some of you.
Don’t skimp on the notebook! Get a quality heavy-duty D-ring binder.
Keep a 3-Hole punch handy.
Tape small receipts to a blanket piece of printer paper. Write the date and what you bought on the paper before inserting it into the binder. (See the example in the photos.)
I use Quicken to track all expenses and income. The notebook is for keeping all the paper records organized.