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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

Please allow 3-4 weeks for delivery.

Managing Someone Else's Money Publications

National Editions


Click on the plus sign in the table below to view details of each publication or its subtopics.

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Considering a financial caregiver? Know your options
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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: as pdf
Languages: English and Spanish
Cost: Free
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Considering a financial caregiver? Know your options (Spanish)
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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: in print, as pdf
Languages: Spanish and English
Cost: Free
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Managing someone else's money: Help for agents under a power of attorney
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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: as pdf
Languages: English and Spanish
Cost: Free
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Managing someone else's money: Help for agents under a power of attorney (Spanish)
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Managing someone else's money: Help for agents under a power of attorney (Spanish)
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Para cuando un amigo o familiar te nombra como agente bajo un poder legal para administrar su dinero y bienes cuando ellos no pueden
Available: in print, as pdf
Languages: Spanish and English
Cost: Free
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Managing someone else's money: Help for court-appointed guardians of property and conservators
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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: as pdf
Languages: English and Spanish
Cost: Free
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Managing someone else's money: Help for court-appointed guardians of property and conservators (Spanish)
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Managing someone else's money: Help for court-appointed guardians of property and conservators (Spanish)
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Para cuando un tribunal te nombra como guardián o tutor de propiedades para administrar el dinero o los bienes de alguien que necesita ayuda.
Available: in print, as pdf
Languages: Spanish and English
Cost: Free
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Managing someone else's money: Help for representative payees and VA fiduciaries
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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
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Managing someone else's money: Help for representative payees and VA fiduciaries (Spanish)
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Managing someone else's money: Help for representative payees and VA fiduciaries (Spanish)
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Para cuando una agencia de gobierno te nombra como administrador de los beneficios o la pensión de un amigo o familiar.
Available: in print, as pdf
Languages: Spanish and English
Cost: Free
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Managing someone else's money: Help for trustees under a revocable living trust
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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: as pdf
Languages: English and Spanish
Cost: Free
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Managing someone else's money: Help for trustees under a revocable living trust (Spanish)
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Managing someone else's money: Help for trustees under a revocable living trust (Spanish)
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Para cuando alguien te nombra como administrador de su dinero y bienes bajo un fideicomiso debido a una enfermedad o discapacidad.
Available: in print, as pdf
Languages: Spanish and English
Cost: Free
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Taking control of your finances: Help for surviving spouses
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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
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