For readers of Managing Mom’s Money With Love
The current forms
Links last checked 27 September 2026
Every link below goes to the agency’s own page. That page is the authority, not this one. Confirm the form there before you file.
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Form SSA-11 · Request to be Selected as Payee
Social Security. Makes you the person who receives and accounts for your parent’s benefit. Chapter Fourteen.
There is no copy to download and mail. You complete it with Social Security at an appointment, usually face to face, and bring proof of your own identity. Call 1-800-772-1213 (TTY 1-800-325-0778) and ask for a representative-payee appointment.
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IRS Form 2848 · Power of Attorney and Declaration of Representative
Lets you represent your parent before the IRS: respond, negotiate, sign. Family members qualify under item (f). Chapter Fifteen.
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IRS Form 8821 · Tax Information Authorization
Lets the person your parent names see and receive their tax information. Sight, not standing. Anyone can be named. Chapter Fifteen.
Filing a 2848 or an 8821: submit online · check the processing queue. One parent per submission.
This page is general information, not legal or tax advice. Agencies revise forms without notice; we check these links regularly and date the check above.