Medical emergencies don’t follow a schedule or give advance notice. Nothing can be more frustrating than searching through files and piles of papers to find “necessary” documents for someone in a medical crisis. If you are the designated responsible party you should have a conversation with your loved one regarding the location of certain documents and information. Likewise, you can prepare this information for your spouse or adult children who will be required to manage your care during times when you are ill or incapacitated.

The following is a checklist of essential information which is routinely requested in order to authorize care or to pay for treatment. Use this check list to identify the documents you have and where they are located.

Personal Information

  • Full Legal Name
  • Social Security Number
  • Birth Certificate
  • Marriage Certificate
  • Death Certificate (Deceased Spouse)
  • Divorce Decrees
  • Military Records

o    Branch of Service
o    VA Identification Numbers
o    Veterans Military Service Record (DD-214)
o    Dates of Service

  • Driver’s License
  • Passports
  • Citizenship Papers
  • Will
  • Trusts
  • Life Insurance Policy/Policies
  • Disability Insurance Policy/Policies
  • Longterm Care Insurance
  • Security Deposit Boxes

o    Location
o    Number
o    Key Location

  • Church Membership and Contact Information
  • Waiting List(s) for Retirement Communities, Assisted Living Communities, or Nursing Facilities
  • Information on Cemetery Plots and Funeral & Burial Arrangements.
  • Care for Family Pets
  • Health Care Providers

o    Physicians
o    Clinics
o    Pharmacy
o    Therapists

  • Living Will
  • Durable Power of Attorney for Health Care
  • Medicare Number and Card
  • Medicaid Number and Card
  • Medicare D Prescription Program Information
  • Health Insurance Policies
  • Do Not Resuscitate Order (DNR)
  • Advance Directives

This list is only a guideline. Please discuss any special case circumstances with your responsible parties.

HomeChoice Network serves residents of Moore County, North Carolina. We serve individuals who live in Southern Pines, Pinehurst, Aberdeen and surrounding communities.  HomeChoice brings non-medical services to the home, enabling senior adults to meet the day-to-day requirements of independent living while continuing the activities they enjoy.

Contact HomeChoice for more information about elder care in Moore County, North Carolina