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 Malibu Green Inc.

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

  • COVID-19: Helping an Older Relative Stay Connected

  • The Military Parent: Easing Separation Issues

  • Becoming a Stepparent

  • Building Psychological Toughness

  • Returning to Work and Leaving Your Baby

Other Topics

    • Effective Communication with Children
    • Are You a Good Listener?
    • Family Ties
    • Accepting Aging: Yourself and Others
    • Guiding Your Family to Greener Living
    • Dads Are Different From Moms
    • Resources for Parents of Transgender Youth
    • Residential Facilities, Assisted Living, and Nursing Homes
    • Sandwich Generation: Caregivers in the Middle
    • Staying Eligible for Federal Student Aid
    • Listening to Elderly Parents
    • Warning Signs That A Senior Needs Help
    • Teens and Depression
    • Secondhand Smoke
    • Talking to Parents About Their Finances