Monday, November 18, 2019

Guidelines for Financial Institutions

The National Adult Protective Services Assoc  (NAPSA) and the Philly Corp. on Aging have released  National Guidelines for Financial Institutions: Working Together to Protect Older Persons from Financial Abuse.

The Guidelines and forms were introduced at the World Elder Abuse Awareness Day event on June 11, 2019 at the Securities and Exchange Commission designed to promote standardization and clarity among financial institutions and Adult Protective Services. We are asking that all APS programs use this form to request records from financial institutions.

The full guidelines are available here.

Consumer Information, Current Affairs, Elder Abuse/Guardianship/Conservatorship, State Statutes/Regulations | Permalink


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