Are you sure you want to exit? Your progress will be lost.
Who are you caring for?
Which best describes their mobility?
How well are they maintaining their hygiene?
How are they managing their medications?
Does their living environment pose any safety concerns?
Fall risks, spoiled food, or other threats to wellbeing
Are they experiencing any memory loss?
Which best describes your loved one's social life?
Acknowledgment of Disclosures and Authorization
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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I acknowledge and authorize
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I consent to the collection of my consumer health data.*
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I consent to the sharing of my consumer health data with qualified home care agencies.*
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Mostly Independent
Your loved one may not require home care or assisted living services at this time. However, continue to monitor their condition for changes and consider occasional in-home care services for help as needed.
Remember, this assessment is not a substitute for professional advice.
Share a few details and we will match you to trusted home care in your area:
He has received this income since he retired 20 years ago, Is this considered an interest or dividend income or like Social Security? He has lived with my wife and I for 2 years, he still owns his home in another state but my mom still lives there.
What has he gotten for taxes? w2, 1099, other type of taxable reporting? All income will send out a form with the taxable reported amount this time of the year. You know if he has two domicles, you need to get whatever mail that affects him directly sent to your address where he lives.
Are they still filing jointly? If bring separate is the plan from here on out, you may want to do some long view planning with elder law on all this. Dad may be fine right now but IF in the future the level of care needed increases and he needs to go into a facility & needs to apply for Medicaid there will be a problem with the in another state property. Medicaid is a joint federal & state program but administered by each state uniquely. States view property in other states as non exempt assets for Medicaid. It's going to be totally sticky to deal with.
Was he older civil service or other federal or quasi federal employee? Those sometimes read as an " annuity" but actually they are retirement income & not what most think of as an "annuity" now (as current thought of annuity is an insurance product you put funds into as an investment)
The pension or annuity payments that you receive are fully taxable if you have no investment in the contract due to any of the following situations: •You did not contribute anything or are not considered to have contributed anything for your pension or annuity •Your employer did not withhold contributions from your salary, or •You received all of your contributions (your investment in the contract) tax free in prior years See IRS pub 575.
I would say that if this is his "retirement" annuity from where he worked as his job (in other words IF he is NOT getting any other type of retirement check) than I would say yes it is income. Now it would depend on if this is from a "retirement fund like a 401K or Roth IRA"............I would check with either IRS or a financial advisor. good luck
Yes, it is taxable. If he receives a statement such as a 1099 from the Insurance Company, or whoever holds the annuity, you can be sure that the IRS has the exact same statement. Enter the amounts on Lines 16 A and 16 B and complete the facepage of the 1040, 1040A or 1040 EZ, whichever he prefers. Add to all the other income that he receives, and you'll get the AGI or formerly called the MAGI.
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.
You know if he has two domicles, you need to get whatever mail that affects him directly sent to your address where he lives.
Are they still filing jointly? If bring separate is the plan from here on out, you may want to do some long view planning with elder law on all this. Dad may be fine right now but IF in the future the level of care needed increases and he needs to go into a facility & needs to apply for Medicaid there will be a problem with the in another state property. Medicaid is a joint federal & state program but administered by each state uniquely. States view property in other states as non exempt assets for Medicaid. It's going to be totally sticky to deal with.
Was he older civil service or other federal or quasi federal employee? Those sometimes read as an " annuity" but actually they are retirement income & not what most think of as an "annuity" now (as current thought of annuity is an insurance product you put funds into as an investment)
•You did not contribute anything or are not considered to have contributed anything for your pension or annuity
•Your employer did not withhold contributions from your salary, or
•You received all of your contributions (your investment in the contract) tax free in prior years
See IRS pub 575.