California Nursing Home Administrator License Practice Exam

When must an ALF provide a quarterly statement regarding a resident's financial records?

1. only when specifically requested by the resident

2. when an ALF administrator acts as a representative payee

3. at least once every six months

4. only upon a resident's discharge from the facility

The correct answer is: when an ALF administrator acts as a representative payee

An assisted living facility (ALF) is required to provide a quarterly statement regarding a resident's financial records when the administrator acts as a representative payee. This provision is important because a representative payee is responsible for managing funds on behalf of the resident, which can include Social Security or other government benefits. Providing quarterly statements ensures transparency and accountability in the management of a resident’s finances. It allows residents and their family members to stay informed about how funds are being utilized, ensuring that the resident's financial needs are being met appropriately. Since the administrator has a fiduciary responsibility in this capacity, regular updates are vital for maintaining trust and compliance with regulatory standards. Other options do not align with the established requirements: merely providing statements upon request or at discharge does not support ongoing financial management, and statements every six months fail to meet the expectation of quarterly transparency when acting as a representative payee.