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Elder
Financial Abuse
and Exploitation
Texas Tool Discredit UNION LEAGUE
Educating credit unions about elder financial abuse and exploitation is an
initiative of REAL Solutions and the Cornerstone
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How to fill out elder financial abuse and

How to fill out elder financial abuse and?
01
Gather necessary information: Start by collecting all relevant documents and information related to the elder financial abuse case. This may include bank statements, receipts, legal documents, and any other evidence or records that can support your claim.
02
Identify the victim and perpetrator: Clearly state the name and contact information of the elderly individual who has been subjected to financial abuse. Similarly, provide detailed information about the suspected abuser, including their name, relationship to the victim, and any known details about their actions.
03
Document the financial abuse: List out all instances of financial abuse that you are aware of. Be as specific as possible, detailing the date, time, location, and nature of each incident. Include information about any monetary transactions, unauthorized access to accounts, or fraudulent activity perpetrated against the elderly individual.
04
Describe the impact on the victim: Explain the consequences of the financial abuse on the elderly person's well-being, psychological state, and financial stability. Provide any supporting evidence, such as medical records or witness testimonies, that can help establish the negative effects of the abuse.
05
File a report: Submit the filled-out elder financial abuse form to the relevant authorities or organizations responsible for addressing such cases. This may include local law enforcement, adult protective services, or the elder abuse hotline. Follow their instructions on how to file the report and provide any additional supporting documentation they may require.
Who needs elder financial abuse and?
01
Elderly individuals: Any elderly person who has experienced financial abuse or feels at risk of becoming a victim should be aware of elder financial abuse resources and how to report incidents. It is essential for elderly individuals to understand their rights, seek support from trusted individuals, and take necessary steps to prevent or address financial exploitation.
02
Family, friends, and caregivers: People who are close to an elderly person should be familiar with the signs and symptoms of elder financial abuse. It is crucial for them to be proactive in protecting the elderly individual's assets, monitoring financial activities, and reporting suspected cases of abuse.
03
Authorities and organizations: Law enforcement agencies, adult protective services, and organizations specializing in elder abuse play a vital role in addressing financial abuse cases. They need to be knowledgeable about elder financial abuse and equipped to investigate allegations, provide assistance to victims, and hold perpetrators accountable. Their resources and expertise can help bring justice and support to those affected by elder financial abuse.
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What is elder financial abuse?
Elder financial abuse is the illegal or improper use of an elder's funds, property, or resources by another individual.
Who is required to file elder financial abuse?
Any individual or entity who suspects or has knowledge of elder financial abuse is required to file a report.
How to fill out elder financial abuse?
To fill out elder financial abuse, the reporter must provide detailed information about the suspected abuse, the individuals involved, and any evidence that supports the claim.
What is the purpose of elder financial abuse?
The purpose of elder financial abuse is to protect vulnerable elders from financial exploitation and ensure their financial security.
What information must be reported on elder financial abuse?
The report must include information about the elder, the alleged abuser, the nature of the abuse, and any supporting documentation.
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