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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.
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.
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My husband and I have been appointed conservators for my in-laws. Has anyone had experience setting up bank accounts for this and also how to contact social security to have their checks direct deposited into the estate accounts??
I hope and pray that since you are conservator your road is easier than just having Power of Attorney. I had all legal documents and Bank of America refused to accept them. They kept me running in circles and assigned a newbie from the legal department my case and he and I would go back and forth fighting over my legal right to use my Power of Attorney. With them you have to procure and Attorney and literally sue them to accept your Power of Attorney. The thing is THEY have to pay all court costs. What they are doing is illegal and they know it but they do it anyway. It is my understanding that other banks do the same exact thing. It baffles me that we pay thousands of dollars to attorneys to have these things done then have to fight to have them accepted at these institutions.
@kkaschke: I guess you don't live in CA (?). I have gone on line and the process here is so complicated, that it requires a lawyer to navigate the system. It can be done by the individual IF they have nothing else to do with their time and can spend hours down at the courthouse jumping through all the hoops. I can't afford a lawyer but I also can't afford the stress that would take on me as my own health is failing after caring for my husband just the past 4 years. Thank you for you kind wishes, you are blessed that your in-laws agreed, a huge blessing.
I'm having a terrible time setting up a functioning checking account for my conservtatorship of my husband in Sacramento, CA. I have all original documents, set up the account at Safe Credit Union and then used the VISA ATM card to pay a couple of small bills. The card was declined. It took two lunch hours on hold before I found out that, because it was a conservator account, I could make deposits, but could not withdraw anything. I am very shocked. I am looking for a bank that can set up a functioning checking account so I can pay my husbands bills. He is in a dementia care facility with advanced Alzheimers.
I know that banks can decline to accept durable power of attorney. So, I was appointed Conservator/Guardian of my mother. That process was easy. But now the banks are rejecting this. They will NOT re-name the account to a Conservator for my mother. My lawyer is astonished. There seems to be nothing I can do. Legally I am Conservator but cannot pay any of her bills because the banks will not accept my conservatorship. Anyone have this happen.
I did all of that. They faxed it all off to "legal" and yet the Branch Manager says he has no answer as to why. It's been almost 4 weeks. The latest thing he did was to give me the customer service phone number. "Useless" of course, and I'm trying to escalate the process but so far I'm just out of my mind. I have go to a review hearing Tuesday. The previous hearing the judge was unsympathetic. I don't know what he thinks I can do?
OK, so you tell the court that the bank is ignoring the court order, who you saw, when you saw them and what they said and did. Have a list of dates, names and actions taken. Ask for their help.
Yes, that would be true for Guardianship, but I also have Conservatorship. That's the financial end of this. And they've already rejected my POA which is why I was told to get Conservatorship.I'm going to court again on Tuesday to explain. It might just be language in the paperwork that's making the bank balk. It's been a nightmare.I will let you know if I've solved this.
The courts have to abide by state laws enacted by the elected officials/state politicians. It is the clueless politicians who give elderly their rights without being fully informed about the aging issues. Besides, someone has to pay for the big salaries of court officials.
We were fortunate enough that my in-laws agreed to do this voluntarily. I'm not so sure they 100% understand it, but it's in their best interest. It was actually a very laid back process. We went into a small office with the judge, who was just wearing a suit. He explained to all of us what a conservatorship meant and asked my in-laws if they understood it. They said and and the petition was granted. Our first order of business is getting them to a geriatrician. It's pretty sad, Bellas, that you have to go through such great lengths with your husband. You'd think it would be simple since he's your husband and his actions are impacting both of you. Hope you can get through this quickly.
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.
Best Wishes in your endeavor.
Yes, that would be true for Guardianship, but I also have Conservatorship. That's the financial end of this. And they've already rejected my POA which is why I was told to get Conservatorship.I'm going to court again on Tuesday to explain. It might just be language in the paperwork that's making the bank balk. It's been a nightmare.I will let you know if I've solved this.
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