Coos Elderly Services - Daily Financial Management and Support Services

		DAILY FINANCIAL MANAGEMENT & SUPPORT SERVICES
■		Set up bank accounts
■		Set up direct deposit for all income sources
■		Banking, check writing, deposits
■		Reconciliation of bank accounts
■		Bill paying
■		Verify proper insurance billing
■		Make referrals to appropriate agencies
■		Assist in wills, funeral plans, medical directives, etc.
■		Act as personal representatives for Trusts and Estates
■		Ensure personal needs are met

		CONSERVATOR
■		Beginning inventory
■		Accurate and thorough annual accounting as required by court
■		Assurance of most beneficial investments when appropriate

		REPRESENTATIVE PAYEE
■		Monthly budgets set up
■		Annual accountings to Social Security
■		Redetermination forms completed

		LIMITED POWER OF ATTORNEY/DURABLE POWER OF ATTORNEY
■		Daily financial management: Banking only on Limited Power of Attorney
■		Change of address to Social Security, banks, etc.
■		Accurate and thorough accountings to client, agency or family managers where applicable

		INCOME CAP TRUST
■		Set up trust account
■		Prepare distributions of assets for attorney
■		Report any changes of trusts to appropriate agencies

		PAYROLL SERVICES/DOMESTIC EMPLOYERS
■		Make State and Federal ID applications
■		Process pay stubs
■		Process monthly/quarterly required payroll reports
■		Make tax deposits or payments
■		Prepare payroll tax forms to be included in personal tax return or to file alone
■		Process year-end form for employees, W-2, 1099, etc.