Step 9.3

What paperwork is required moving into an aged care home?

Paperwork required when moving to an aged care home

We keep mentioning this because it is so important – time and paperwork is your enemy.

Everything you do when it comes to money requires detailed paperwork. You may think you have access to your partner’s bank accounts but you will need the latest forms and identities filled in and signed. If you haven’t done this in the past say 10 years, you may not be accepted by the bank or super fund or fund manager.   To correct this can take weeks and longer.

Children may have to involve lawyers and GPs to get authority to access documents and accounts.

Searches of the title of the family home often brings up unexpected surprises that have to be researched and corrected.

Family members may be overseas or simply disagreeing with decisions – all of which can stall matters.

The most important document to get in place to cover property and money matters is an Enduring Power of Attorney. This document gives the power to make decisions and take actions in relation to finances, property and legal decisions should you lose ‘capacity’ to make these decisions yourself. More than one person can be appointed an Enduring Power of Attorney. (See Aged Care Homes tab, Section 2.3)

Note: An Enduring Power of Attorney does not give decision making power on health and lifestyle decisions).

The most important document to get in place to cover property and money matters is an Enduring Power of Attorney.

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A special thanks to our contributors

Jill Donaldson


Jill has been practicing as a clinical physiotherapist for 30 years. For the last 13 years she has worked solely in the Aged Care sector in more than 50 metropolitan and regional facilities. Jill has also toured care facilities in the US and Africa and is a passionate advocate for both the residents in aged care and the staff who care for them. She researches and writes for DCM Media.

Chris Baynes

DCM Media, agedcare101

Chris has been a journalist and publisher in the retirement village and aged care sectors for 11 years. He has visited over 250 retirement villages and 50 aged care facilities both within Australia and internationally. Chris is a regular speaker at industry conferences plus is a frequent radio commentator.

Annie Donaldson

Nurse and Carer

Annie has a long career in both nursing and the media. She has planned and co-ordinated the medical support from both international TV productions and major stadium events. In recent years she has been a primary family carer plus involved in structured carer support.