Government Guides

Government agencies operate by their own rules — and those rules don't always match each other. A power of attorney that works for Social Security may be rejected by the VA. What the DMV requires is completely different from what Medicare needs. Our Government guides are written specifically for each agency, covering the right forms, the right process, and the most common pitfalls — so you don't lose weeks navigating systems that weren't designed with families in mind.

Government

  • $19.99

California Franchise Tax Board

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  • 2 files

Step-by-step guide to filing POA with the California Franchise Tax Board — the right form, exact year requirements, and why most first submissions get rejected.

  • $19.99

Department of Veterans Affairs (VA)

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  • 7 files

Your state POA doesn't work at the VA. This guide covers all four VA systems — caregiver stipends, benefits claims, fiduciary appointment, and healthcare POA.

  • $19.99

Internal Revenue Service (IRS)

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  • 4 files

Your state POA means nothing to the IRS. This guide covers the exact forms required, the #1 rejection mistake, and what to do when years of taxes went unfiled.

  • $19.99

Medicare

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  • 3 files

POA alone won't work with Medicare. This guide covers Form CMS-10106, online authorization, SSA Representative Payee shortcuts & how to actually get Medicare to talk to you.

  • $19.99

Navy Federal Credit Union

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  • 4 files

Manage a Navy Federal account under power of attorney — Trusted User setup, POA registration, joint ownership, and credit card access explained.

  • $19.99

New York State Department of Taxation and Finance

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  • 3 files

Step-by-step guide to filing power of attorney with the New York Department of Taxation and Finance — the right form, fastest submission method, and the estate tax trap most families miss.

  • $19.99

Pennsylvania Department of Revenue

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  • 2 files

Pennsylvania's tax POA works differently than every other state. Get the step-by-step guide to navigating it without wasting weeks on the wrong process.

  • $19.99

Social Security Administration (SSA)

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  • 4 files

Your POA means nothing at the SSA. This guide covers the Representative Payee application, the exact medical letter language required, and 2026 wait time realities.

Government agencies are often the most complicated piece of the POA puzzle — different agencies, different forms, different rules, none of which talk to each other. Here's what tends to go hand in hand:

Financial Guides

VA benefits, Social Security payments, and Medicare reimbursements all land somewhere. Make sure you have access to the bank accounts before a payment gets stranded.

Insurance Guides

Medicare is government, but Medicare Supplement and Medicare Advantage are private insurance — and they have completely separate authorization processes. If your loved one has either, don't assume your Medicare authorization covers it.

Utility Guides

Nobody puts "update the electric bill" on their POA checklist. Almost everyone eventually wishes they had. A quick fix before it becomes an urgent one.