Get Rfms Authorization Agreement.xls

This guide provides clear and practical instructions for effectively completing the RFMS Authorization Agreement.xls online. By following the steps outlined, users will be able to manage resident funds with confidence and clarity.

Follow the steps to fill out the RFMS Authorization Agreement.xls online:

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin filling out the form by entering the resident's name, taxpayer identification number, and Social Security number in the designated fields.
3. Specify the facility name where the resident is located and provide the facility resident ID, if applicable.
4. Check the appropriate account type by selecting one of the options for resident fund accounts or burial accounts. Be sure to read the descriptions to choose the correct type.
5. If applicable, enter the monthly allowance amount that you wish to designate for personal use.
6. For direct deposit enrollment, indicate which recurring benefit payments you wish to have directly deposited by checking the appropriate boxes.
7. Ensure you review the authorization statement regarding account management and signature. This includes understanding the terms for personal allowance and funds management after death.
8. Sign the form to authorize the facility to manage the specified accounts. If the resident is unable to sign, ensure two witnesses sign as required.
9. If another legal representative is signing for the resident, complete the certification section to validate the authority of the signatory.
10. Save any changes made to the form in the editor, and then proceed to download, print, or share the completed form as needed.

Complete your RFMS Authorization Agreement.xls online today to manage your resident funds efficiently.