171k views
4 votes
What are two things you need to maintain if you assist a person with banking and bill paying?

User Bajohns
by
4.7k points

1 Answer

1 vote

Answer:

transaction record and a reconciliation of the transactions

An adequate bank balance and a budget.

Legal guardianship of the person and power of attorney

Your documentation as payee for the person you support and the bankbook

User Barbarian
by
5.7k points