101 Law Forms for Personal Use
Ralph Warner, Attorney and Robin Leonard, J.D.
October 2011, 8th Edition
Legal forms to protect you, your family, and your assets.
101 Forms for Personal Use gives you all the forms you need to handle the most common contractual situations. Complete with step-by-step instructions, everything is written in plain-English and designed specifically for individuals wanting to create valid personal transactions such as:
- bills of sale for buying and selling personal property
- contracts for in-home child care
- authorizations for when your children are in the care of others
- releases to settle disputes
- notices for dealing with telemarketers
The 8th edition is completely updated for accuracy and ease of use, including reviewed and updated forms, instructions and resources.
"If you've ever pondered such intricacies as how to get your name off a telemarketer's list, or how to formally outline your housekeeper's responsibilities, check out 101 Law Forms for Personal Use, which provides legal forms in plain English."
-U.S. News & World Report
“Whether you’re buying a house, living together, borrowing money or telling off telemarketers, these forms are all you’ll need to get the job done.”-Laurel Pallock, San Francisco District Attorney's Office
“Get it in writing’ is as fundamental as consumer advice gets. 101 Law Forms for Personal Use makes it easy for consumers to follow this principle.”-Orlando Sentinel
- Temporary Guardianship Authorization for Care of Minor
- Authorization for Minor’s Medical Treatment
- Authorization for Foreign Travel With Minor
- Housesitting Instructions
- Children’s Carpool Agreement
- Pet Care Agreement
- Authorization to Drive a Motor Vehicle
- Power of Attorney for Finances (Limited Power)
- Power of Attorney for Real Estate
- Notice of Revocation of Power of Attorney
- Property Worksheet
- Beneficiary Worksheet
- Will for Adult With No Children
- Will for Adult With Child(ren)
- Will Codicil
- Request for Death Certificate
- Notice to Creditor of Death
- Executor’s Checklist
- General Notice of Death
- Obituary Information Fact Sheet
- Notice to Deceased’s Homeowners’ Insurance Company
- Notice to Deceased’s Vehicle Insurance Company
- Apartment-Finding Service Checklist
- Rental Application
- Fixed-Term Residential Lease
- Month-to-Month Residential Rental Agreement
- Landlord-Tenant Agreement to Terminate Lease
- Consent to Assignment of Lease
- Landlord-Tenant Checklist
- Notice of Needed Repairs
- Tenant’s Notice of Intent to Move Out
- Demand for Return of Security Deposit
- Loan Comparison Worksheet
- Authorization to Check Credit and Employment References
- Monthly Payment Record
- Promissory Note—Installment Payments With Interest
- Promissory Note—Installment Payments With Interest and Balloon Payment
- Promissory Note—Installment Payments Without Interest
- Promissory Note—Lump Sum Payment With Interest
- Promissory Note—Lump Sum Payment Without Interest
- Cosigner Provision
- Security Agreement Provision for Promissory Note
- Security Agreement
- U.C.C. Financing Statement
- Release of U.C.C. Financing Statement
- Agreement to Modify Promissory Note
- Overdue Payment Demand
- Demand to Make Good on Bad Check
- Ideal House Profile
- House Priorities Worksheet
- House Comparison Worksheet
- Family Financial Statement
- Monthly Carrying Costs Worksheet
- Mortgage Rates and Terms Worksheet
- Moving Checklist
- Motor Vehicle Bill of Sale
- Boat Bill of Sale
- Computer System Bill of Sale
- General Bill of Sale
- Bill of Sale for Dog
- Personal Property Rental Agreement
- Notice of Termination of Personal Property Rental Agreement
- Storage Contract
- Home Maintenance Agreement
- Home Repairs Agreement
- Contractor Mid-Job Worksheet
- Daily Expenses
- Monthly Income
- Monthly Budget
- Statement of Assets and Liabilities
- Assignment of Rights
- Notice to Terminate Joint Account
- Notice to Stop Payment of Check
- Request for Credit Report
- Dispute Incorrect Credit Report Entry
- Dispute Credit Card Charge.
- Demand Collection Agency Cease Contact
- Notice to Remove Name From List
- Notice to Add or Retain Name but Not Sell or Trade It
- Telemarketing Phone Call Log
- Notice to Put Name on Company’s “Do Not Call” List
- Demand for Damages for Excessive Calls
- Child Care Agreement
- Child Care Instructions
- Elder Care Agreement
- Housekeeping Services Agreement
- Agreement to Keep Property Separate
- Agreement for a Joint Purchase
- Agreement to Share Property
- Declaration of Legal Name Change
- Demand Letter
- Online Auction Buyer Demand Letter
- Request for Refund or Repair of Goods Under Warranty
- Accident Claim Worksheet
- General Release
- General Mutual Release
- Release for Damage to Real Estate
- Release for Property Damage in Auto Accident
- Release for Personal Injury
- Mutual Release of Contract Claims
- Complaint Letter
- Notice of Insurance Claim
- Notice to Cancel Certain Contracts
- Cancel Membership or Subscription Notice
- Request to Begin Special Education Process
- Identity Theft Worksheet
Ralph "Jake" Warner, a pioneer of the do-it-yourself law movement, founded Nolo with Ed Sherman in 1971. Nolo began publishing do-it-yourself law books written by Jake and his colleagues after numerous publishers rejected them. When personal computers came along, he added software to many Nolo books. When the Internet arrived, he championed the move online, where Nolo published huge amounts of free legal information.
In addition to running Nolo for much of its first 40 years, Warner was an active editor and author. He wrote many books, including Retire Happy: What You Can Do Now to Guarantee a Great Retirement and Save Your Small Business: 10 Crucial Strategies to Survive Hard Times or Close Down & Move On. Today, he operates a storytelling repertory group, Jake's Tales, devoted to keeping alive the tradition of telling children wonderful stories.
Warner holds a law degree from Boalt Hall School of Law at the University of California at Berkeley and an undergraduate degree in history from Princeton.
Robin Leonard is a former attorney who gave up the law to become a rabbi. She is the author of many Nolo books including Solve Your Money Troubles: Debt, Credit & Bankruptcy and Credit Repair. She also helped write How to File for Chapter 7 Bankruptcy and A Legal Guide for Lesbian and Gay Couples.
Add Your Own Review
How to Use This Book
- Filling in the Contracts and Forms
- Editing the Forms
- Describing People, Property, and Events
- Signing the Forms
- Resolving Disputes
- Do You Need a Lawyer?
1. Delegating Authority to Care for Children, Pets, and Property
- Form 1: Temporary Guardianship Authorization for Care of Minor
- Form 2: Authorization for Minor’s Medical Treatment
- Form 3: Authorization for Foreign Travel With Minor
- Form 4: Housesitting Instructions
- Form 5: Children’s Carpool Agreement
- Form 6: Pet Care Agreement
- Form 7: Authorization to Drive a Motor Vehicle
- Form 8: Power of Attorney for Finances (Limited Power)
- Form 9: Power of Attorney for Real Estate
- Form 10: Notice of Revocation of Power of Attorney
2. Basic Estate Planning
- Form 11: Property Worksheet
- Form 12: Beneficiary Worksheet
- Forms 13 and 14: Basic Wills
- Form 13: Will for Adult With No Children
- Form 14: Will for Adult With Child(ren)
- Form 15: Will Codicil
3. Things to Do After a Death: Documents for Executors
- Form 16: Request for Death Certificate
- Form 17: Notice to Creditor of Death
- Form 18: Executor’s Checklist
- Form 19: General Notice of Death
- Form 20: Obituary Information Fact Sheet
- Form 21: Notice to Deceased’s Homeowners’ Insurance Company
- Form 22: Notice to Deceased’s Vehicle Insurance Company
4. Renting a Place to Live
- Form 23: Apartment-Finding Service Checklist
- Form 24: Rental Application
- Form 25: Fixed-Term Residential Lease and Form 26: Month-to-Month Residential Rental Agreement
- Form 27: Landlord-Tenant Agreement to Terminate Lease
- Form 28: Consent to Assignment of Lease
- Form 29: Landlord-Tenant Checklist
- Form 30: Notice of Needed Repairs
- Form 31: Tenant’s Notice of Intent to Move Out
- Form 32: Demand for Return of Security Deposit
5. Borrowing and Lending Money
- Form 33: Loan Comparison Worksheet
- Form 34: Authorization to Check Credit and Employment References
- Form 35: Monthly Payment Record
- Forms 36–40: Promissory Notes
- Form 36: Promissory Note—Installment Payments With Interest
- Form 37: Promissory Note—Installment Payments With Interest and Balloon Payment
- Form 38: Promissory Note—Installment Payments Without Interest
- Form 39: Promissory Note—Lump Sum Payment With Interest
- Form 40: Promissory Note—Lump Sum Payment Without Interest
- Form 41: Cosigner Provision
- Forms 42–45: Security Agreements
- Form 42: Security Agreement Provision for Promissory Note
- Form 43: Security Agreement
- Form 44: U.C.C. Financing Statement
- Form 45: Release of U.C.C. Financing Statement
- Form 46: Agreement to Modify Promissory Note
- Form 47: Overdue Payment Demand
- Form 48: Demand to Make Good on Bad Check
6. Buying a House
- Form 49: Ideal House Profile
- Form 50: House Priorities Worksheet
- Form 51: House Comparison Worksheet
- Form 52: Family Financial Statement
- Form 53: Monthly Carrying Costs Worksheet
- Form 54: Mortgage Rates and Terms Worksheet
- Form 55: Moving Checklist
7. Buying or Selling a Car, Dog, or Other Personal Property
- Form 56: Motor Vehicle Bill of Sale
- Form 57: Boat Bill of Sale
- Form 58: Computer System Bill of Sale
- Form 59: General Bill of Sale
- Form 60: Bill of Sale for Dog
8. Renting Personal Property and Storing Goods
- Form 61: Personal Property Rental Agreement
- Form 62: Notice of Termination of Personal Property Rental Agreement
- Form 63: Storage Contract
9. Home Repairs and Maintenance
- Form 64: Home Maintenance Agreement
- Form 65: Home Repairs Agreement
- Form 66: Contractor Mid-Job Worksheet
10. Handling Personal Finances
- Form 67: Daily Expenses
- Form 68: Monthly Income
- Form 69: Monthly Budget
- Form 70: Statement of Assets and Liabilities
- Form 71: Assignment of Rights
- Form 72: Notice to Terminate Joint Account
- Form 73: Notice to Stop Payment of Check
- Form 74: Request for Credit Report
- Form 75: Dispute Incorrect Credit Report Entry
- Form 76: Dispute Credit Card Charge
- Form 77: Demand Collection Agency Cease Contact
11. Dealing With Junk Mail and Telemarketing Calls
- Form 78: Notice to Remove Name From List
- Form 79: Notice to Add or Retain Name but Not Sell or Trade It
- Form 80: Telemarketing Phone Call Log
- Form 81: Notice to Put Name on Company’s “Do Not Call” List
- Form 82: Demand for Damages for Excessive Calls
12. Hiring Child Care, Elder Care, or Household Help
- Form 83: Child Care Agreement
- Form 84: Child Care Instructions
- Form 85: Elder Care Agreement
- Form 86: Housekeeping Services Agreement
13. Living Together
- Form 87: Agreement to Keep Property Separate
- Form 88: Agreement for a Joint Purchase
- Form 89: Agreement to Share Property
- Form 90: Declaration of Legal Name Change
14. Settling Legal Disputes
- Form 91: Demand Letter
- Form 92: Online Auction Buyer Demand Letter
- Form 93: Request for Refund or Repair of Goods Under Warranty
- Form 94: Accident Claim Worksheet
- Forms 95–100: Releases
- Form 95: General Release
- Form 96: General Mutual Release
- Form 97: Release for Damage to Real Estate
- Form 98: Release for Property Damage in Auto Accident
- Form 99: Release for Personal Injury
- Form 100: Mutual Release of Contract Claims
15. Miscellaneous Forms for Personal Use
- Form 101: Complaint Letter
- Form 102: Notice of Insurance Claim
- Form 103: Notice to Cancel Certain Contracts
- Form 104: Cancel Membership or Subscription Notice
- Form 105: Request to Begin Special Education Process
- Form 106: Identity Theft Worksheet
- How to Use the CD-ROM
- Installing the Files Onto Your Computer
- Using the Word Processing Files to Create Documents
- List of Files on the CD-ROM
- Tear-Out Forms
Hiring Child Care, Elder Care, or Household Help
Form 83: Child Care Agreement............................................................... 118
Form 84: Child Care Instructions.............................................................. 120
Form 85: Elder Care Agreement............................................................... 121
Form 86: Housekeeping Services Agreement.......................................... 121
Many people hire others to work regularly in their homes—for example, to take care of children during the workday, care for elderly parents, or clean the house. These relationships are often set up informally, with no written agreement. But informal arrangements can be fraught with problems. If you don’t have a written agreement clearly defining responsibilities and benefits, you and those helping you are all too likely to have different expectations about the job. This can lead to serious disputes—even to one or both parties bitterly backing out of the arrangement. Far better to draft a clear written understanding of what the job entails.
The agreements in this chapter are for hiring child and elder care providers and other household workers who are employees, not independent contractors. When you hire an employee, you set the hours, responsibilities, and pay rate of the worker. Legally, most babysitters and household workers who work for you on a regular basis are considered employees for whom you are required to pay taxes, Social Security, and other benefits described below. In contrast, independent contractors typically own their own businesses and work for you only occasionally.
This chapter also includes a Child Care Instructions form you can use for either a full-time child care provider or an occasional babysitter.
For detailed information on hiring child care, see Nannies & Au Pairs: Hiring In-Home Child Care, by Ilona Bray (Nolo). For more information on hiring independent contractors, see Working With Independent Contractors, by Stephen Fishman (Nolo).
Legal Obligations for Employees
Assuming your child care worker, elder care worker, or housecleaner is your employee, you have legal obligations to that person, obligations that include a certain amount of paperwork and record keeping. You do not have to put this information in your child or elder care or housekeeping agreement, but you need to be aware of your responsibilities.
Social Security and Income Taxes. If you pay a child care or elder care worker $1,700 or more in a calendar year, you must make Social Security (FICA) payments on those wages and withhold the employee’s share of FICA. You do not have to deduct income taxes from wages paid to an employee for working in your home unless the employee requests it and you agree to do so. You make these payments by attaching Schedule H, Household Employment Taxes, to your annual Form 1040.
Your state government may also impose separate tax withholding requirements. Contact your state taxing authority, or ask your payroll service (if you use one).
Unemployment Compensation. If you pay a .household employee $1,000 or more in a three-month period, you must pay quarterly taxes under the Federal Unemployment Tax Act (FUTA), using IRS Form 940 or 940-EZ. As with FICA, you pay this amount by attaching Schedule H, Household Employment Taxes, to your annual Form 1040.
Workers’ Compensation. Your state may require you to provide workers’ compensation insurance against job-related injuries or illnesses suffered by your employees. Check with your state department of labor or employment.
Minimum Wage and Overtime. The federal minimum hourly wage is $7.25 (2011). Your child care or elder care worker may be entitled to minimum wage, depending upon their particular hours and earnings. If your state minimum wage is higher, you will need to pay the state wage. In addition, under federal law, most domestic workers (other than live-in workers) qualify for overtime pay. Workers must be paid overtime at a rate one-and-a-half times the regular rate for all hours worked beyond a 40-hour workweek. You can check the U.S. Department of Labor website, www.dol.gov, for current information about federal and state minimum wage laws.
New Hire Reporting Form. Within a short time after you hire someone—20 days or fewer, depending on your state’s rules—you must file a New Hire Reporting Form with a designated state agency. The information on the form becomes part of the National Directory of New Hires, used primarily to locate parents to collect child support.
Federal ID Number. If you hire a household employee, you must obtain a federal employer identification number (EIN), required by the IRS of all employers for tax filing and reporting purposes. The form you need is IRS Form SS-4, Application for Employer Identification Number.
The IRS has a number of publications and forms that might help you. Call the IRS at 800-424-FORM or visit its website at www.irs.gov to download these forms and publications. Start with Publication 926, Household Employers’ Tax Guide, which describes the major tax responsibilities of employers. You may also want to look at:
• Form SS-8, which contains IRS definitions of independent contractor and employee, and
• Form SS-4, Application for Employer Identification Number.
Many families don’t comply with the law that requires them to pay taxes or Social Security for household workers, some of whom are undocumented aliens. This chapter is not intended to preach about the law, but to alert you to the laws that affect your relationships with child and elder care and housekeeping workers. No question, if you fail to pay Social Security and to meet your other legal obligations as an employer, there may be several negative consequences.
• You may be assessed substantial financial penalties. For example, if your full-time elder care provider files for Social Security five years from now and can prove prior earnings, but no Social Security has been paid, the IRS could back-bill you at high interest rates.
• If you don’t meet a state requirement to provide workers’ compensation insurance and your child care worker is injured while on the job and can’t work for a few months, you may be in hot water if the worker files for workers’ compensation. You will probably be held liable for the worker’s medical costs and a portion of any lost wages, as well as be fined for not having the insurance in the first place.
• You will not be able to take a child care tax credit on your federal income taxes. The credit is based on your work-related expenses and income, but can actually offset the amount you might save by paying under the table.
For more about sharing care for children, elders, and disabled family members, as well as dozens of other ideas, see The Sharing Solution: How to Save Money, Simplify Your Life & Build Community, by Janelle Orsi and Emily Doskow (Nolo).
Form 83: Child Care Agreement
A child care provider who takes care of your children in your house, either part time or full time, may live out (often called a caregiver or babysitter) or live in (a nanny). The responsibilities of the position may vary widely, from performing a whole range of housekeeping services to only taking care of the children.
Do not use the Form 83 if you hire a child or elder care worker or house cleaner through a placement agency. If you use an agency that sets and collects the worker’s fee from you, pays the worker, and controls the terms of the work, the agency will have its own contract for you to complete. People you hire through an agency are not your employees—they are the employees of their agencies.
Special rules govern hiring of au pairs. If you hire an au pair from another country (on a cultural exchange visa), you’ll need to comply with federal laws governing the au pair’s responsibilities, working hours, rate of pay, and more. An au pair agency will help you with this process. For these reasons, we don’t recommend using the child care agreement provided here.
Use Form 83 to spell out your agreement about the child care worker’s responsibilities, hours, benefits, amount and schedule of payment, and other important aspects of the job. The best approach is to be as detailed as possible.
Start by filling in your name, address, phone numbers, and other contact information for yourself (and a second parent if another parent will be signing the Child Care Agreement) and your child care provider. List your children’s names and birth dates.
Here’s some advice on filling in various sections of the Child Care Agreement:
Location and Schedule of Care (Clause 4). Provide the address where child care will be provided (typically your home) and the days and hours of care, such as 8 a.m. to 6 p.m. weekdays. Live-in nannies or au pairs often work some weeknights and weekends.
Beginning Date (Clause 5) and Training or Probation Period (Clause 6). Specify the date employment will begin and the length of any training or probation period, such as the first 15 or 30 days of child care. This is the time to make sure that the relationship will work for everyone involved. A training period helps your child care provider get to know your home and neighborhood and the exact way you want things done. If there will be no training or probation period, you can skip this clause.
Responsibilities (Clause 7). The responsibilities of the child care position may vary depending on many factors, including the number and age of your children; whether the child care worker lives in or out; the hours worked; your family situation and needs; and the skills and background of the child care provider. In some households, particularly with infants and toddlers, the babysitter only takes care of the children and does not do housework, except for doing the children’s laundry. In other families, especially with older children, the employee may function more as a housekeeper, cook, and chauffeur. You should specify the child care worker’s responsibilities in as much detail as possible, including cooking, bathing, and personal care for your children, social and recreational activities (such as arranging the children’s play dates), transportation (driving kids to and from school or practices), shopping and errands for the family, housecleaning, ironing, and laundry.
Example: Here’s an example of responsibilities for a live-in nanny taking care of an infant (Kate), and preschooler (Tom):
The child care provider’s primary responsibility is to provide loving care of Kate and Tom. This includes playing with and reading to them, taking them to the park as weather permits, making sure they have naps as needed, and preparing their meals and snacks. The care provider will bathe Kate and Tom every other day, more frequently if necessary. Other responsibilities include driving Tom to “Baby Gym” twice a week, doing the children’s laundry, and keeping their rooms tidy.
Wage or Salary (Clause 8). You should specify exactly how the child care provider will be paid, such as an hourly rate or weekly salary. How much you pay depends on many factors. These include the number and ages of your children; the type of care provided and responsibilities; the number of hours, time of day, and regularity of the schedule; the experience and training of the employee; benefits such as room and board; and the going rate in your community. Check local sources to find out what similar workers are being paid—neighborhood listservs are a great source for this type of information. Before you fill in this section, be sure you understand your legal obligations when hiring an employee, such as minimum wage and overtime rules, as described above.
Payment Schedule (Clause 9). You can decide to pay your child care provider weekly (say, on Friday), twice per month (such as on the 15th and on the last day of the month), or once per month.
Benefits (Clause 10). In addition to payment, you may offer the child care provider any benefits you wish, such as paid vacations and holidays, health insurance, or sick leave. Spell out the rules for using these benefits, such as how much advance notice you need of planned vacation time, and what happens if the child care provider gets sick after having used up all his or her sick leave.
Termination Policy (Clause 11). If things don’t work out, the Child Care Agreement provides a termination policy that allows either the parents or the child care provider the right to terminate the agreement at any time, for any reason, and without notice.
Confidentiality (Clause 12). This protects your privacy, and potentially, that of your friends, coworkers, and clients.
Additional Provisions (Clause 13). Describe any additional terms of this agreement, such as a schedule for salary reviews, house rules, such as a no smoking and no personal visitors policy, or a requirement that the child care provider take a first aid course.
Modifications (Clause 14). This agreement provides that any changes to it must be made in writing and signed by all parties to the agreement. This protects both the parents and the child care provider against misunderstandings over major issues that were agreed to verbally.
To make the Child Care Agreement valid, the parent(s) and the child care provider must sign it. (If you and your children’s other parent are living in the same home and raising your kids together, it’s best if both of you sign this document.) Print out two copies of the form. You, your children’s other parent (if signing the form), and the caregiver must sign and date the form where indicated. Give one of the signed originals to the child care provider and keep the other for your records.
Shared In-Home Care
Some families pool their resources and share an in-home child care provider. These arrangements are ideal for neighbors or coworkers with children who are close in age. Just as a written agreement between a family and a child care worker can clarify expectations and prevent conflicts, a written understanding between the two families who are sharing a child care provider can accomplish the same objectives. If you share in-home care with another family, be sure you agree on the key issues before drafting your contract with the child care worker, including location of the care, splitting expenses, termination procedures, and supervision. The other parents should make their own child care arrangements with the care provider.
Form 84: Child Care Instructions
Use this form to provide important information for babysitters and child care providers (including au pairs), such as phone numbers of doctors, instructions about meals and naps, and other details of your child’s care, including any allergies or health conditions your child has.
The “temporary contact” section of the Child Care Instructions form (Clause 3) is the place to provide information about where you can be reached while you are away from the kids—for example, if you are going out for dinner and to the movies on a Saturday night. Clause 3 will change most frequently. If you do not want to update your Child Care Instructions every time you go out, you can skip this section and give the information to your babysitter on a separate piece of paper.
Form 84 has space for you to fill in the names, addresses, and phone numbers of people that your babysitter or child care provider can contact if they can’t reach you in an emergency. We suggest that you list at least two or three friends, relatives, or neighbors who live nearby and are well known to your children and family. The form will print out with a reminder to call 911 in case of emergency. If you wish to list another emergency number for the police, fire department, or poison control, you may do so.
Finally, the Child Care Instructions form has space to provide additional important information your family or home, such as the location of first aid supplies, the phone number of a local taxi service, or the fact that you have a rule against smoking, drinking alcohol, or entertaining personal visitors in the house.
Use a separate form to authorize medical care. While these Child Care Instructions provide important medical information about your child, such as any medications or allergies, this form does not authorize your babysitter or child care provider to arrange medical care for your child. For that, you will need to use the Authorization for Minor’s Medical Treatment (Form 2).
There is no need to sign the Child Care Instructions. Simply fill in the information and print out the form after reading it carefully to make sure all information is complete and correct. Give the babysitter or child care provider a copy and keep one posted in a prominent place, such as on your refrigerator. Be sure to review and update your Child Care Instructions from time to time.
Form 85: Elder Care Agreement
Many older people remain at home or live with relatives rather than enter a residential facility for extended recovery or long-term care. Often this requires hiring someone (an elder care provider) to help with their personal and medical care, cooking, housekeeping, and other services.
An elder care provider (sometimes called a home health aide) can either live out or live in, and work full or part time. The responsibilities of this position may vary, from performing a wide range of housekeeping services to attending to the personal and health care needs of the older adult (or adults, in case the elder care worker is taking care of two people, such as both of your parents). Responsibilities may range from dispensing medicine to helping with bathing to driving to doctor’s appointments, activities, or social functions.
Use Form 85 to spell out your written agreement about the elder care worker’s responsibilities, hours, benefits, amount and schedule of payment, and other important aspects of the job. The best approach is to be as detailed as possible. Follow the directions for the Child Care Agreement (Form 83) when completing this form.
To make the Elder Care Agreement valid, the employer(s) and the elder care provider must sign it. Start by printing out two copies of the form. You (the employer) and the caregiver must sign and date the form where indicated. Give one of the signed originals to the elder care provider and keep the other for your records.
For more about sharing care for children, elders, and disabled family members, as well as dozens of other ideas, see The Sharing Solution: How to Save Money, Simplify Your Life, and Build Community, by Janelle Orsi and Emily Doskow (Nolo).
Form 86: Housekeeping Services Agreement
If you hire the same person every week to clean your house, a written contract can be a valuable way to define the worker’s responsibilities and benefits. If your housecleaner will be your employee, use this form to spell out the housecleaner’s hours, benefits, amount and schedule of payment, termination policy, and other aspects of the job. Your agreement should cover regular weekly cleaning tasks (Clause 5)—for example, cleaning the bathroom and mopping the kitchen floor—as well as occasional projects, such as washing blinds. Be sure to spell out other responsibilities as well (Clause 6), such as cooking, laundry, ironing, shopping, gardening, and yard work. The best approach is to be as detailed as possible. Follow the directions for the Child Care Agreement (Form 83, above) when completing this form.
To make the Housekeeping Services Agreement valid, the employer(s) and the housekeeper must sign it. Finalizing your housekeeping services agreement is easy. Start by printing out two copies of the form. You (the employer) and the housekeeper must sign and date the form where indicated. Give one of the signed originals to the housekeeper and keep the other for your records.