Tax, Medicare and Social Security permissions
Use official forms to record who may receive information or help you with taxes and benefits. Each program has its own requirements.
Advance directive forms by stateFind official health care and financial authority documents by state.
Choose who can represent you before the IRSUnderstand IRS Form 2848, representative eligibility and submission options.
Choose who can see your tax informationUnderstand what Form 8821 permits and what it leaves out.
Choose who could manage your benefitsChoose whom Social Security should consider if you need help managing benefits.
Let Medicare talk with your familySend Form CMS-10106 so Medicare can talk with your family.
List accounts while tax papers are outWhile your tax papers are out, list institutions, account types and contacts.
Who can act with each agencyCompare agency permissions, official forms and limits before and after death.
This guide is general information, not legal advice. Plan Before You Die isn't connected with Medicare or the U.S. government.