Letter Of Intent Template Disability Minor And Legal Matters (Page 6 of 7) in pdf

Letter Of Intent Template Disability Minor And Legal Matters Page 6

Have you made any funeral arrangements for your child? Do you have any special

wishes? Describe.

If your child is under 18 years old, who would be your choices to help manage your

child’s money or public benefits? Who would be your second choice? Contact

information.

If your child is over 18 years old, how does he/she handle his finances at this time?

What assistance does he/she receive?

Who would be your first choice to provide this assistance?

Who would be your second choice?

If there is already a representative payee (financial representative) list their contact

information.

List all bank accounts and other financial resources titled in your child’s name, or held on

your child’s behalf:



names and addresses of financial institutions:



type of accounts:



all owners on the account:



approximate amount in account:

List any life insurance policies that name your child (or a trust established for your child)

as either the beneficiary or insured. Provide the name of the company, status of your

child (owner, beneficiary, other) and contact information, and amount of insurance.

Does your child receive Social Security Supplemental Security Income (SSI) or other

cash benefits? If so, list type and amount.

Does your child have a representative payee for any of these benefits? If so, which

benefits? List contact information for each representative payee. If you are

representative payee, do you have a preference as to the person who would be designated

if you were unable to serve? Provide contact information.

If your child has been employed, where has he/she worked?

Letter Of Intent Template Disability Minor And Legal Matters Page 6