Skip to main navigation Skip to main content Skip to footer For Medicare For Providers For Brokers For Employers Español For Individuals & Families: For Individuals & Families Medical Dental Other Supplemental Explore coverage through work How to Buy Health Insurance Types of Dental Insurance Open Enrollment vs. Special Enrollment See all topics Shop for Medicare plans Member Guide Find a Doctor Log in to myCigna
Home Knowledge CenterEssential Info Organizer for Caregivers

Eldercare Info Organizer

Navigating Eldercare: A Compass for Caregivers.

Caring for another, whether full-time or part-time, means keeping track of many details. This list can help you organize useful information in one place. You may want to create an online copy to share with other family care providers. Plan to update this list regularly, especially with any medical information.

Personal Information

  • Date of birth/birth certificate
  • Social Security number/card
  • Veteran status, VA ID number, military records, discharge papers

Personal Contacts

  • Care-receiver: Name, address, phone
  • Clergy: Address and phone
  • Doctors: Names, addresses, phone numbers
  • Dentist: Name, address, phone
  • Other health care providers: Name, address, phone, and the scope of their care
  • Pharmacy: Name, address, phone
  • Attorney: Name, address, phone
  • Accountant: Name, address, phone
  • Transportation services: Phone, website

Financial Information

  • Other insurance policies and policy numbers, including auto, homeowners or renters, long-term care, disability, life
  • Checking and savings accounts, bank names, account numbers, balances
  • Sources and amounts of monthly income
  • Monthly expenses, such as mortgage or rent, community services, utilities, phone, insurance premiums, car payment
  • Other debts or recurring fees
  • Other assets (real estate, liquid assets, etc.)
  • Safety deposit box location, number, keys
  • Location of, copy of, or actual documents, including: Will, living will, tax records, durable power of attorney, passport, marriage license, divorce decree, car title, rental agreements, address book (contact info for friends/colleagues), burial instructions/plot, etc.

Medical History

  • List of all medications, dosages, frequency, and who prescribed it for what condition
  • Allergies and adverse reactions to specific medications
  • Medical history, including surgeries, medical procedures, chronic conditions
  • Health insurance policies, company names, policy numbers, including Medicare and Medicaid

Tags

Caregivers

Related

Caregiver Resources Checklist to Think About with Your Aging Loved Ones Self-Care for Caregivers: Caring for a Loved One and Yourself

Back to Knowledge Center

The content is for general information purposes only, and you are urged to consult a legal or financial advisor concerning your own situation and any specific questions you may have. Cigna HealthcareSM assumes no responsibility for any circumstances arising out of the use, misuse, interpretation, or application of any information supplied here.

Page Footer

I want to...

Get an ID card File a claim View my claims and EOBs Check coverage under my plan See prescription drug list Find an in-network doctor, dentist, or facility Find a form Find 1095-B tax form information View the Cigna Glossary Contact Cigna

Audiences

Individuals and Families Medicare Employers Brokers Providers

Secure Member Sites

myCigna member portal Health Care Provider portal Cigna for Employers Client Resource Portal Cigna for Brokers

The Cigna Group Information

About Cigna Healthcare Company Profile Careers Newsroom Investors Suppliers The Cigna Group Third Party Administrators International Evernorth

 Cigna. All rights reserved.

Privacy Legal Product Disclosures Cigna Company Names Customer Rights Accessibility Non-Discrimination Notice Language Assistance [PDF] Report Fraud Sitemap Cookie Settings

Disclaimer

Individual and family medical and dental insurance plans are insured by Cigna Health and Life Insurance Company (CHLIC), Cigna HealthCare of Arizona, Inc., Cigna HealthCare of Illinois, Inc., Cigna HealthCare of Georgia, Inc., Cigna HealthCare of North Carolina, Inc., Cigna HealthCare of South Carolina, Inc., and Cigna HealthCare of Texas, Inc. Group health insurance and health benefit plans are insured or administered by CHLIC, Connecticut General Life Insurance Company (CGLIC), or their affiliates (see a listing of the legal entities that insure or administer group HMO, dental HMO, and other products or services in your state). Accidental Injury, Critical Illness, and Hospital Care plans or insurance policies are distributed exclusively by or through operating subsidiaries of Cigna Corporation, are administered by Cigna Health and Life Insurance Company, and are insured by either (i) Cigna Health and Life Insurance Company (Bloomfield, CT); (ii) Life Insurance Company of North America (“LINA”) (Philadelphia, PA); or (iii) New York Life Group Insurance Company of NY (“NYLGICNY”) (New York, NY), formerly known as Cigna Life Insurance Company of New York. The Cigna name, logo, and other Cigna marks are owned by Cigna Intellectual Property, Inc. LINA and NYLGICNY are not affiliates of Cigna.

All insurance policies and group benefit plans contain exclusions and limitations. For availability, costs and complete details of coverage, contact a licensed agent or Cigna sales representative. This website is not intended for residents of New Mexico.

Selecting these links will take you away from Cigna.com to another website, which may be a non-Cigna website. Cigna may not control the content or links of non-Cigna websites. Details