Broker Check

Childcare Checklist

Insurance

  1.  Who covers the children?

  2.  Cost?

  3.  Allocation of expense?

  4.  How are payments made?


Uninsured Expenses

  1.  How do they get billed?

  2.  Allocation?

  3.  When are they paid?

  4.  What if noncompliant?


Extracurricular Activities/Camp Expenses

  1.  Is the expense allocated?

  2.  How Much?

  3.  How Billed?

  4.  How Paid?

  5.  What if noncompliant?


Security for Maintenance/Child Support:

  1.  What is provided?

  2.  In effect? Proof?

  3.  How often is proof provided?


UGMA/UTMA/529’s:

  1.  Titles/Custodian needs to change?

  2.  Still usable, or need new ones?

  3.  How are withdrawals handled?

  4.  Obligation to provide statements?

  5.  How often?


School

  1.  Change contact information

  2.  Emergency pickā€up instructions

  3.  Notify Guidance Counselors