This is your Member Reference Number (MRN). You’ll need to provide this when you make an appointment with an EAP counselor or contact your EAP by phone.

Anthem provides automatic translation into multiple languages, courtesy of Google Translate. This tool is provided for your convenience only. The English language version is considered the most accurate, and in the event of a discrepancy between the translations, the English version will prevail. This translation tool is not controlled by Anthem, and the Anthem Privacy Statement will not apply. Please read Google's privacy statement. If you want Google to translate the Anthem website, select a language.

Benefits with The Local Choice

Your EAP offers these great resources.

The Financial Resources File

Starting a financial resources file for an older adult will save on time and confusion. It is helpful to keep all information in one place. Below is a list of some of the items that should be included:

  • List all bank accounts:
    • Checking, savings, and money market
    • Names and phone numbers of banking officers, stockbrokers, and any other important people involved with financial concerns
  • List names and telephone numbers of all financial advisors, accountants, and social-service workers.
  • Put together a monthly income statement, with any of these that apply:
    • Salaries, wages
    • Rents
    • Social security for both husband and wife
    • Royalties, individual retirement accounts (IRAs)
    • Pensions for both husband and wife
    • Bonds
    • Annuities for both husband and wife
    • Mutual funds
    • Stock dividends
  • Estimate a monthly expenses statement, with any of these that apply:
    • Mortgage or rent
    • Paid housekeeping services
    • Utilities
    • Legal
    • Telephone
    • Accounting
    • Maintenance, repairs
    • Equipment rentals
    • Out-of-pocket medical and dental
    • Insurance premiums
    • Medicines
    • Food
    • Gifts
    • Clothing
    • Charitable contributions
    • Transportation
    • Miscellaneous
  • Estimate a net-worth statement from the information above by subtracting expenses from income and assets.

Workplace Options. (Revised 2025). The financial resources file. Raleigh, NC: Author.

More about this Topics

  • When You're Not Going Home for the Holidays

  • Expand Your Circles: Prevent Isolation and Loneliness as You Age (Part 2)

  • Successful Stepparenting

  • What Is an Aging Life Care Professional?

  • Infant Sleeping Patterns

Other Topics

    • Accepting Aging: Yourself and Others
    • Guiding Your Family to Greener Living
    • Family Ties
    • Effective Communication with Children
    • Virtual Roundtable—Elder Care: How to Support Those in Isolation and Stay Connected
    • Kids in Adults' Beds
    • Listening to Elderly Parents
    • Secondhand Smoke
    • Warning Signs That A Senior Needs Help
    • Talking to Parents About Their Finances
    • Single Parent Dating Cheat Sheet
    • Helping Seniors Navigate COVID-19
    • Returning to Work After Parental Leave
    • G.I. Bill Benefits: Financial Support for Education and Housing
    • Respect: Treat People as They Should Be Treated