Family members and caregivers need information about the resident's financial status, overall medical health and insurance coverage when completing assisted living forms. Information about the resident's living preferences, dietary concerns and activity level may also be necessary when filling out preference forms for apartments, villas or shared rooms at an assisted living facility.
Assisted living facilities often require proof of income from disability payments, Social Security, pensions and retirement plans when assessing a resident's entry into their establishment. Checking and savings account information may also be necessary to record how the resident plans to pay for rent of a unit.
Caregivers and family members are required to fill out patient care forms, detailing information about medications, needed medical care and any type of daily assistance desired. Information such as physician contact names and numbers should be reported on forms at assisted living facilities.
Individuals seeking residency in an assisted living facility may also need to bring information about preferences for paid services such as laundry, transportation, meal plans, and salon or spa visits. Residents parking a vehicle on site may need information about the make and model of the vehicle, car insurance plans, and registration and license plate numbers to report to the facility.