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CFPB Bulk Publications

Order FREE Consumer Financial Protection Bureau Publications.

The Consumer Financial Protection Bureau is a 21st century agency that implements and enforces federal consumer financial law and ensures that markets for consumer financial products are fair, transparent, and competitive.

You may download publications by clicking on each title. Adobe Acrobat Reader is required to view the publications and is available for download at:http://get.adobe.com/reader

In most cases, you may order up to 200 free copies of each publication. All publications are free from the CFPB. If you need larger quantities, contact [email protected]

For single copies or small quantities, place your order for pueblo.gpo.gov.

Please allow 3-4 weeks for delivery.

Managing Someone Else's Money Publications

Managing Someone Elses Money

To order a publication, click on the publication title to display that publication's ordering information.

We found 14 publications for "Managing Someone Else's Money" category (viewing 1 - 10)

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Considering a financial caregiver? Know your options
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This publication helps you understand your options when considering a financial caregiver. It provides information about informal caregivers and formal caregivers, as well as factors to consider when choosing a caregiver.
Available: in print, as pdf
Language: English
Cost: Free
Managing Someone Else's Money Promo Card
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This promotional card highlights our Managing Someone Else’s Money Guides. It can be used at events or given as handouts to clients and customers.
Available: in print, as pdf
Language: English
Cost: Free
Managing someone else's money: Help for agents under a power of attorney
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This guide helps family members and others understand their role as an agent. It provides tips on making financial decisions for someone else as well as protecting assets from fraud and scams.
Available: in print, as pdf
Languages: English and Spanish
Cost: Free
Managing someone else's money: Help for court-appointed guardians of property and conservators
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This guide helps family members and others understand their role as a court-appointed guardian of the property or conservator. It provides tips on making financial decisions for someone else as well as protecting assets from fraud and scams.
Available: in print, as pdf
Languages: English and Spanish
Cost: Free
Managing someone else's money: Help for representative payees and VA fiduciaries
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This guide helps family members and others understand their role when a government agency names them to manage someone else's benefit payment or pension. It provides tips on making financial decisions for someone else as well as protecting assets from fraud and scams.
Available: in print, as pdf
Languages: English and Spanish
Cost: Free
Managing someone else's money: Help for trustees under a revocable living trust
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This guide helps family members and others understand their role as a trustee.It provides tips on making financial decisions for someone else as well as protecting assets from fraud and scams.
Available: in print, as pdf
Languages: English and Spanish
Cost: Free
MSEM: Tips on adapting the CFPB guides for your state
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The Bureau has created state-specific Managing Someone Else's Money guides for six states - Arizona, Florida, Georgia, Illinois, Oregon and Virginia. For professionals in the other 44 states and the territories, this pamphlet explains how to adapt the guides for your state in ten easy steps.
Available: in print, as pdf
Language: English
Cost: Free
Planning for diminished capacity and illness
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This consumer advisory, created with the SEC, focuses on planning for the future, when you may not be able to manage your money and property. It has advice on planning for your financial future, getting your documents in order, and avoiding financial exploitation.
Available: in print, as pdf
Language: English
Cost: Free
Taking control of your finances: Help for surviving spouses
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Figuring out how to manage your finances while grieving a spouse may feel overwhelming. This step-by-step guide helps you do the most important and pressing things first.
Available: as pdf
Language: English
Cost: Free
Considering a financial caregiver? Know your options (Spanish)
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Esta publicación lo ayuda a comprender sus opciones al considerar un cuidador financiero - la persona que lo ayuda a administrar su dinero y propiedad. La publicación brinda información sobre cuidadores informales y cuidadores formales, así como lo que debe considerar al elegir un cuidador.
Available: as pdf
Language: Spanish
Cost: Free

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