Expanded Standard Form for APS to Request Financial Records

Source: National Adult Protective Services Association

Published: 2019

Summary:

Join NAPSA’s Regional Representative Advisory Board (RRAB) as we welcome presenters Joe Snyder, Kathleen Quinn, and Ron Long. The webinar will feature a nationally available standardized form for APS to request financial records when investigating financial exploitation. Created in conjunction with representatives from the financial services industry to protect the well-being of vulnerable adult victims of financial abuse, while encouraging all financial institutions to promptly provide client records to APS in conformance with state and federal privacy laws.

Link: Expanded Standard Form for APS to Request Financial Records

Topics: Financial Abuse, Legal, Prevention, Reporting, Screening/Assessment

Access: Download, Web-based

Intended Use: Self-directed Learning, Teaching Others

Audience: Community, Finance, Social Services

Level: Basic, Intermediate

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