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Insurance, Benefits & Documents: Insurance & Benefits pageInsurance, Benefits & Documents: Documents Locator page

Insurance, Benefits & Documents

Coverage, benefits, who manages what, claims, and where every legal document is kept.

2 pages126 fillable fieldsLetter & A4Ink saver incl.

Get all 10 modules in the Caregiver Binder

$24 instead of $40: save 40%. Includes the cover, index, dividers and labels.

See the full binder

Page by page

What's on each page.

Page 1

Insurance & Benefits

Public programs, private plans, pensions: whatever helps pay for care.

AHealth coverage

Plan / program · Member ID · Phone · Covers

BOther benefits & income

Benefit · Provider · Amount / how often · Contact

CWho manages what

Power of attorney (money) · Healthcare agent / proxy · Handles benefits paperwork · Bank contact / branch

DClaims & appeals

Date · Claim / issue · Status · Follow up by · Notes

Page 2

Documents Locator

Where each original is kept, not the documents themselves.

ALegal & care documents

Power of attorney (money) · Healthcare agent / proxy · Advance directive / living will · DNR / POLST form · Will · Guardianship papers · Document · Where it's kept · Copy at · Updated

BID & records

ID / passport · Insurance cards · Medical records · Pension / benefit letters · Bank statements · Property / lease papers · Document · Where it's kept · Copy at · Updated

Formats

Six files in every download.

US Letter and A4, each in color, ink saver and fillable.

01

US Letter & A4

Both paper sizes in every download, so it prints right wherever you are.

02

Color & Ink Saver

A bold color version and a printer-friendly version with all the structure and none of the ink.

03

Fillable PDF

Type straight into the fields on your computer, save, and print only what you need.

04

Clickable index

Bookmarks and a tappable table of contents in every complete binder.