---
title: Tax and benefit permissions | Plan Before You Die
url: https://planbeforeyoudie.app/guides/benefits
source: Plan Before You Die
---

# 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.**](https://planbeforeyoudie.app/guides/advance-directive-forms-by-state) [**Choose who can represent you before the IRSUnderstand IRS Form 2848, representative eligibility and submission options.**](https://planbeforeyoudie.app/guides/benefits/irs-form-2848) [**Choose who can see your tax informationUnderstand what Form 8821 permits and what it leaves out.**](https://planbeforeyoudie.app/guides/benefits/irs-form-8821) [**Choose who could manage your benefitsChoose whom Social Security should consider if you need help managing benefits.**](https://planbeforeyoudie.app/guides/benefits/social-security-advance-designation) [**Let Medicare talk with your familySend Form CMS-10106 so Medicare can talk with your family.**](https://planbeforeyoudie.app/medicare-form) [**List accounts while tax papers are outWhile your tax papers are out, list institutions, account types and contacts.**](https://planbeforeyoudie.app/guides/benefits/tax-season) [**Who can act with each agencyCompare agency permissions, official forms and limits before and after death.**](https://planbeforeyoudie.app/guides/who-can-act-with-each-agency)

This guide is general information, not legal advice. Plan Before You Die isn't connected with Medicare or the U.S. government.