Forms and Publications
Brochures and Downloads
Publications.USA.gov is a collection of resources available from the Federal Citizen Information Center (FCIC). You can browse by category or search using a variety of keywords. The documents are free to download. *There are several guides under the searchable title "Managing Someone Else's Money" that may be of value to family members helping older adults make financial decisions.
TCAD's AAAD Push Card provides contact information for Tennessee's Area Agencies on Aging and Disability, along with a brief summary of services. It is provided here in PDF format for download or printing.
TCAD's Aging and Disability Community Resource Guide is a helping hand for those who may find themselves in a position to counsel older adults or adults with disabilities on quality of life issues and the changes that accompany aging. The guide covers a selection of 14 topics, providing talking points, important issues for consideration, and contact information. It's a good place to start a conversation.
Rather than a link to a form, this is a link to the Federal Trade Commission's (FTC) Credit Freeze Frequently Asked Questions page. Requesting a credit freeze may provide protection against identity theft, but you need to do your homework first, and the FTC can help you with that. This page can also provide an entry point for learning more about credit monitoring, fraud, and identity theft.
Durable Power of Attorney and Financial Power of Attorney
For these two categories, our advice (following a specific request) is to seek competent legal counsel in your area. The complexities of these two forms are greater than that of something like an advance care directive. You will benefit from the guidance of a lawyer.
Managing Someone Else's Money: Help for Agents Under a Power of Attorney is a free guide in PDF format from the U.S. Government's Consumer Financial Protection Bureau (CFPB). It serves as an introduction, a way for family and friends to begin to learn how best to watch over a loved one's finances.
Tennessee Department of Revenue Power of Attorney (Tax Preparation)
Health and Advance Directives
Advance Care Directives (also known as Living Wills)
The American Bar Association's "My Health Care Wishes Smartphone App". Read about the app, view the flyer, or visit www.MyHealthCareWishes.org.
Housing and Home Repair
None available at this time.
Senate Joint Resolution 678 (SJR 678)
Senate Joint Resolution 678 (SJR 678) was sponsored by Tennessee State Senator Rusty Crowe and passed through the General Assembly during the 109th Regular Session (2015-2016). The resolution was signed into law by Governor Bill Haslam on May 9, 2016. SJR 678 requires the Tennessee Commission on Aging and Disability (TCAD) to "work with the Tennessee Bankers Association, the Tennessee Credit Union League, and other appropriate organizations to develop a list of recommended changes to current Tennessee law that would assist financial institutions in protecting consumers from fraudulent and other questionable transactions."
The Commission has put together a report featuring county-by-county data focused on issues affecting older adults in Tennessee. If you're concerned about the state of our aging population, if you're thinking about the future of Tennessee, this report will help you form a picture of where we are now, as well as where we're headed. Download or print your own copy in PDF format.