This is your Member Reference Number (MRN). You’ll need to provide this when you make an appointment with an EAP counselor or contact your EAP 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 Southern New Hampshire University

Your EAP 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

  • Stay Connected with Friends and Family While Studying Abroad

  • Do Social Ties Affect Our Health?

  • Expats: Stay Connected with Loved Ones When Working Abroad

  • Transgender Children and Youth: Understanding the Basics

  • You're Safer, They're Not: Coping with Separation and Guilt in a Crisis

Other Topics

    • Overcoming Parental Guilt
    • Changing Relationships: You and Your Aging Parent or Relative
    • Family Ties
    • Accepting Aging: Yourself and Others
    • Election Anxiety at Work-Best Practices for Managing Conversations and Reactions
    • Get the Most Out of Savings: Smart Savings Tips for 2021
    • Residential Facilities, Assisted Living, and Nursing Homes
    • Advice for New Parents
    • Aging in Place: Growing Old at Home (Part 2)
    • Why Camp?
    • Secondhand Smoke
    • Talking to Parents About Their Finances
    • Deflate the Pressure
    • Kids in Adults' Beds
    • Listening to Elderly Parents