Being an Informed Consumer
Getting Organized with Paperwork
You can save time and money in stressful emergency situations if you have the proper
paperwork in order.
Know where to locate important documents:
-Social security card
-Marriage license or divorce decree
-Funeral insurance policy, funeral instructions, cemetery plot deed
-Real estate deeds/titles
|-Automobile title-Mortgage statement
-Home deed and title or apartment lease
-Appraisals/valuation of jewelry/coins/antiques
-Make sure that your doctor has copies of the following:
-Financial power of attorney
-Durable Power of Attorney for Health Care
-Keep written documentation of your loved one's wishes and first-hand knowledge of
where they keep important information [as described above].
-Update the information and make revisions as necessary.
-Keep the information in a safe spot where it can be accessed at any time of day or night.
-Inform other family members or close friends of the information and make copies, as appropriate.
Aetna Health Connections. (2011). Tips to become an informed healthcare consumer. Retrieved from http://www.lmhwplan.com/retireetotalhealth/LM_Tips.html
Continuing Medical Education, Inc. (2010). Vital information for the informed patient and caregiver. Retrieved from http://www.healthieryou.com/
Derstine, J., & Hargrove, S. (2001). Comprehensive rehabilitation nursing. Philadelphia: Saunders.
Fisher, D. (2009). How to organize your health insurance paperwork. Retrieved from http://healthinsurance.about.com/lw/Business-Finance/Personal-finance/How-to-Organize-Your-Health-Insurance-Paperwork.htm
Organizing financial paperwork. (2011). Retrieved from http://cleaning.lovetoknow.com/Organizing_Financial_Paperwork
Stein, J. (2009). Stroke recovery and rehabilitation. New York, NY: Demos Medical Publishing.
Stroke Facts: Recovery after stroke: Managing life at home. (2009). Retrieved from www.stroke.org
Developed in 2003 by Linda Pierce, PhD, RN at The University of Toledo] for Caring~Web©.
Revised 2010, 2012