Free printable
The 60-Month Transfer Log (Free Printable)
For adult children managing a parent's money under a power of attorney. If your parent ever needs long-term-care Medicaid, most states look back at the money that moved in the 60 months before the application.
The simplest protection is a habit: write down every dollar you move, why, and where the receipt is — the day it happens. This printable log gets you started.
What's in the free log
- A short explanation of the 60-month look-back and why an agent's records matter.
- How to use the log: one line per payment, deposit, or transfer, and a new page each month.
- A printable log page with columns for date, account, check number, who it was paid to or received from, amount, in or out, type, and the reason.
Want the full system?
The Look-Back Ready POA Kit turns this log into an Excel and Google Sheets workbook that flags missing reasons and payments to family, tracks reimbursements, caregiver hours, and gifts, maps 60 months of statements, and prints a one-page summary. It also includes a 12-page guide to your first 30 days as agent.
Disclaimer: Educational record-keeping tool only - not legal, tax, or financial advice. Rules vary by state.