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32 | Continued LIC9099-C page 2
R1 stated her POA took her to the credit union. R1 stated her California Identification Card had expired and the bank would not allow her to make any changes or transactions to her bank account until she had proper identification. R1 stated this delayed her from paying her rent on time. Staff 1-3 (S1-S3) stated none of the residents are being financial abuse. Residents 1-3 (R1-R3) stated they are not financial abuse by staff.
Investigation revealed the following: Staff S1-S3 (S1-S3) stated on 06/17/2022, R1 POA and R1 went into California Credit Union. R1 stated her POA is a close friend he has been her friend for many years and will never financially abuse her. R1 stated her POA is family to her. R1 stated she wanted her POA to set up an automatic payment from her account to go to the facility for her room and board. R1 stated her POA called the facility staff to tell them what was going on at the bank. R1 stated the staff requested to speak with the banker and reiterated that he would like the bank to set up automatic payments to the facility from the resident's account. Administrator Heidi Skiles stated she called and asked the banker when could she expect payments from the resident's account. Mrs. Heidi stated the bank said they could not do that. R1 stated she wants her POA to handle all her medical and finances. R1 stated she can make decisions for herself but want her POA to assist. R1 stated she is in a wheelchair, she is not ill, and she is alert to make a decision for herself. R1 stated the glass at the bank is thick, she had trouble understanding the teller, and they were both wearing a mask. R1 stated she had trouble hearing the teller behind the thick glass and could not answer the questions correctly. R1 stated she told the teller to ask the questions to her POA. R1 stated the teller thought she didn't understand what was going on. R1 stated she has been with this credit union for over 40 years and things have changed. R1 stated she entered her password too many times and it blocked her out of her bank account. The bank told her she had to come in person to reset her password. R1 stated it was all a big misunderstanding and since her California Identification Card had expired she was unable to withdraw funds to pay her rent timely. R1 stated she had to wait for the CA ID to arrive in the mail to get funds to pay her rent. R1 stated it was her fault she let her CA ID expire and couldn't show proof of who she was to the teller. R1 stated there was no financial abuse. R1 stated the issue was resolved and she doesn't have any problems. LPA Bunker was unable to interview R3-R6. S1-S3 and R1-R3 all denied the allegation.
Based on interviews, available evidence, observation, information received, and records reviewed there was not enough sufficient evidence to support the allegation. Although the allegation may have happened or is valid, there is not a preponderance of evidence to prove the alleged violation did or did not occur, therefore the allegation is deemed unsubstantiated. There were no deficiencies cited. Exit interview conducted. |