This is your Member Reference Number (MRN). You’ll need to provide this when you make an appointment with an MAP counselor or contact your MAP 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 Carpenters Health and Welfare Trust Fund

Your MAP 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

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

  • Ten Warning Signs Your Older Family Member May Need Help

  • Building Social Bonds

  • Long-Term Care Considerations for LGBT Adults (Part 1)

  • Conversation Strategies to Use When Talking With Older Adults (Part 1)

Other Topics

    • Humor and Laughter Strengthens Relationships
    • Staying Eligible for Federal Student Aid
    • Budgeting for New Parents
    • Successful Stepparenting
    • Aging in Place: Growing Old at Home (Part 1)
    • Talking to Parents About Their Finances
    • Kids in Adults' Beds
    • Deflate the Pressure
    • Secondhand Smoke
    • Teens and Depression
    • Guiding Your Family to Greener Living
    • Family Ties
    • Changing Relationships: You and Your Aging Parent or Relative
    • International Day Against Homophobia, Transphobia, and Biphobia
    • Effective Communication with Children