Homepage / Fill in a Valid Lic 621 Template
Jump Links

The Lic 621 form is an essential document used by residential care facilities in California to manage and document clients' or residents' personal property and valuables entrusted to their care. Its primary purpose is to establish a clear record of items held within the facility, ensuring that both the facility and the clients are aware of what personal property is being safeguarded. The form requires details on the number, description, and storage location of each item, along with necessary signatures from both the licensee or administrator and the client or resident to confirm the accuracy of this information. Additionally, the form includes provisions for tracking items that are removed from the facility, outlining the reasons for their removal and capturing the date of that action. This documentation is critical for compliance with state regulations designed to protect residents' property rights, as specified in Section 1569.152 of the Health and Safety Code. Furthermore, the form facilitates open communication between the facility and its residents, allowing for transparency and accountability in the management of personal belongings. As facilities ensure they meet legal requirements for safeguarding property, the Lic 621 form plays a vital role in maintaining the trust and safety of the resident community.

Lic 621 Example

STATE OF CALIFORNIA — HEALTH AND HUMAN SERVICES AGENCY

CALIFORNIA DEPARTMENT OF SOCIAL SERVICES

 

COMMUNITY CARE LICENSING

CLIENT/RESIDENT PERSONAL PROPERTY AND VALUABLES

Facilities must safeguard client's/resident's personal property/valuables entrusted to the facility. Licensee/Administrator is responsible for maintaining a record of personal property/valuables entrusted to and removed from the facility. Under "Number", enter the quantity of items entrusted. Under "Description", describe the item (marking articles by names or numbers may aid identification.). Under "Location", enter where items are stored. Licensee/Administrator and client/resident must sign each entry. Explain why, if client/resident does not sign. Provide a copy to the client/resident and maintain a copy in client's/resident's file. As property/valuable is removed, explain the reason for removal, enter the removal date, and ensure form is signed by all required persons specified above.

The reverse side of this form may be completed and retained in Residential Care Facilities for the Elderly to meet the notice requirements of Health and Safety Code Section 1569.153(k).

Name of Client/ResidentSocial Security No.

A. PERSONAL PROPERTY/VALUABLES ENTRUSTED TO FACILITY

 

 

 

 

Signature of Client/Resident

Number

Description

Date

Location

(or if "None" explain)

Signature of Licensee/Administrator

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

B. PERSONAL PROPERTY/VALUABLES REMOVED

 

 

 

 

Signature of Client/Resident

Number

Description

Date

Location

(or if "None" explain)

Signature of Licensee/Administrator

 

 

 

 

LIC 621 (4/99) (CONFIDENTIAL)

RESIDENTIAL CARE FACILITIES FOR THE ELDERLY ONLY.

Section 1569.152 of the Health and Safety Code:

1569.152. (a) A residential care facility for the elderly, as defined in Section 1569.2, which fails to make reasonable efforts to safeguard resident property shall reimburse a resident for or replace stolen or lost resident property at its then current value. The facility shall be presumed to have made reasonable efforts to safeguard resident property if the facility has shown clear and convincing evidence of its efforts to meet each of the requirements specified in Section 1569.153. The presumption shall be a rebuttable presumption, and the resident or the resident's representative may pursue this matter in any court of competent jurisdiction.

(b)A civil penalty shall be levied if the residential care facility for the elderly has no program in place or if the facility has not shown clear and convincing evidence of its efforts to meet all of the requirements set forth in Section 1569.153. The State Department of Social Services shall issue a deficiency in the event that the manner in which the policies have been implemented is inadequate or the individual facility situation warrants additional theft and loss protections.

(c)The department shall not determine that a facility's program is inadequate based solely on the occasional occurrence of theft or loss in a facility.

SEC. 3. Section 1569.153 of the Health and Safety Code:

1569.153. A theft and loss program shall be implemented by the residential care facilities for the elderly within 90 days after January 1, 1989. The program shall include all of the following:

(a)Establishment and posting of the facility's policy regarding theft and investigative procedures.

(b)Orientation to the policies and procedures for all employees within 90 days of employment.

(c)Documentation of lost and stolen resident property with a value of twenty-five dollars ($25) or more within 72 hours of the discovery of the loss or theft and, upon request, the documented theft and loss record for the past 12 months shall be made available to the State Department of Social Services, law enforcement agencies and to the office of the State Long-Term Care Ombudsman in response to a specific complaint. The documentation shall include, but not be limited to, the following:

(1)A description of the article.

(2)Its estimated value.

(3)The date and time the theft or loss was discovered.

(4)If determinable, the date and time the loss or theft occurred.

(5)The action taken.

(d)A written resident personal property inventory is established upon admission and retained during the resident's stay in the residential care facility for the elderly. Inventories shall be written in ink, witnessed by the facility and the resident or resident's representative, and dated. A copy of the written inventory shall be provided to the resident or the person acting on the resident's behalf. All additions to an inventory shall be made in ink, and shall be witnessed by the facility and the resident or resident's representative, and dated. Subsequent items brought into or removed from the facility shall be added to or deleted from the personal property inventory by the facility at the written request of the resident, the resident's family, a responsible party, or a person acting on behalf of a resident. The facility shall not be liable for items which have not been requested to be included in the inventory or for items which have been deleted from the inventory. A copy of a current inventory shall be made available upon request to the resident, responsible party, or other authorized representative. The resident, resident's family, or a responsible party may list those items which are not subject to addition or deletion from the inventory such as personal clothing or laundry, which are subject to frequent removal from the facility.

(e)Inventory and surrender of the resident's personal effects and valuables upon discharge to the resident or authorized representative in exchange for a signed receipt.

(f)Inventory and surrender of personal effects and valuables following the death of a resident to the authorized representative in exchange for a signed receipt. Immediate written notice to the public administrator of the county upon the death of a resident whose heirs are unable or unwilling to claim the property as specified in Chapter 20 (commencing with Section 1140) of Division 3 of the Probate Code.

(g)Documentation, at least semiannually, of the facility's efforts to control theft and loss, including the review of theft and loss documentation and investigative procedures and results of the investigation by the administrator and, when feasible, the resident council.

(h)Establishment of a method of marking, to the extent feasible, personal property items for identification purposes upon admission and, as added to the property inventory list, including engraving of dentures and tagging of other prosthetic devices.

(i)Reports to the local law enforcement agency within 36 hours when the administrator of the facility has reason to believe resident property with a then current value of one hundred dollars ($100) or more has been stolen. Copies of those reports for the preceding 12 months shall be made available to the State Department of Social Services and law enforcement agencies.

(j)Maintenance of a secured area for residents' property which is available for safekeeping of resident property upon the request of the resident or the resident's responsible party. Provide a lock for the resident's bedside drawer or cabinet upon request of and at the expense of the resident, the resident's family, or authorized representative. The facility administrator shall have access to the locked areas upon request.

(k)A copy of this section and Sections 1569.152, 1569.153 and 1569.154 is provided by a facility to all of the residents and their responsible parties, and available upon request, to all of the facility's prospective residents and their responsible parties.

(l)Notification to all current residents and all new residents, upon admission, of the facility's policies and procedures relating to the facility's theft and loss prevention program.

(m)Only those residential units in which there are no unrelated residents and where the unit can be secured by the resident or residents are exempt from the requirements of this section.

Section 1569.154 of the Health and Safety Code:

1569.154. No provision of a contract of admission, which includes all documents which a resident or his or her representative is required to sign at the time of, or as a condition of, admission to a residential care facility for the elderly, shall require or imply a lesser standard of responsibility for the personal property of residents than is required by law.

I have received a copy of Health and Safety Code Sections: 1569.152, 1569.153, and 1569.154 and am acquainted with the facilities personal property safeguard procedures.

CLIENT/RESIDENT/RESPONSIBLE PERSON SIGNATURE

TITLE

DATE

LICENSEE OR DESIGNATED REPRESENTATIVE

DATE COMPLETED

File Breakdown

Fact Name Details
Purpose of the Form The Lic 621 form is used to document and safeguard the personal property and valuables entrusted to a residential care facility for the elderly in California.
Record Keeping Licensees or administrators must maintain a record of items entrusted to and removed from the facility, along with signatures from both the client/resident and the administrator.
Legal Requirements This form is governed by California Health and Safety Code Sections 1569.152, 1569.153, and 1569.154, which outline the responsibilities of facilities in handling residents' property.
Notification of Policies Facilities must notify residents and their representatives about the theft and loss prevention policies upon admission and maintain documentation of these notices.

Guide to Using Lic 621

Completing the Lic 621 form is essential for the proper management of resident personal property in California's residential care facilities. This guide outlines the necessary steps to ensure accurate documentation and compliance with legal requirements.

  1. Obtain the Form: Access the Lic 621 form from your facility’s documentation resources or download it from the California Department of Social Services website.
  2. Fill in Client/Resident Information: Enter the name of the client or resident and their Social Security number at the top of the form.
  3. Section A – Personal Property Valuables Entrusted:
    • Number: Indicate how many items are being entrusted.
    • Description: Provide a detailed description of each item.
    • Date: Enter the date when the items are entrusted.
    • Location: Specify where the items will be stored within the facility.
    • Signature of Client/Resident: Ensure the client or resident signs for the entrusted items. If they do not, provide an explanation.
    • Signature of Licensee/Administrator: The responsible administrator must also sign this section to acknowledge receipt of items.
  4. Section B – Personal Property Valuables Removed:
    • Number: Enter the number of items being removed.
    • Description: Describe each item being removed.
    • Date: Provide the date of removal.
    • Location: State where the items were stored.
    • Signature of Client/Resident: Collect the signature of the client or resident on removal.
    • Signature of Licensee/Administrator: The administrator must sign to confirm the removal.
  5. Make Copies: After completing the form, provide a copy to the client/resident and maintain one in their file.
  6. Monitor Changes: Keep records of any changes to items or their status in accordance with the facility policies.

Following these steps will help ensure the accurate management of residents' personal property, contributing to regulatory compliance and resident trust. Attention to detail is crucial in documenting both entrusted and removed items.

Get Answers on Lic 621

What is the purpose of the Lic 621 form?

The Lic 621 form is designed to document the personal property and valuables of clients or residents in residential care facilities for the elderly in California. This form serves as a safeguard, ensuring that the facility maintains an accurate record of all personal items entrusted to it. It ensures accountability and protects the interests of residents by tracking items both when they are brought into the facility and when they are removed.

Who is responsible for completing the Lic 621 form?

The responsibility for completing the Lic 621 form falls primarily on the licensee or administrator of the facility. However, the client or resident also plays a crucial role in signing off on entries concerning their personal property. Each entry must include the client's confirmation, and if they are unable to sign, a valid explanation should be provided. This collaborative approach enhances the accuracy and transparency of the inventory.

How should items be documented on the form?

When documenting items on the Lic 621 form, specific information must be recorded, which includes:

  1. Number: The quantity of items being documented.
  2. Description: A detailed description of each item. This is where names or numbers can assist with identification.
  3. Location: The precise location where each item is stored within the facility.

Both the client or resident and the licensee/administrator must sign each entry, ensuring mutual acknowledgment of the documented items.

What happens if a client or resident's property is lost or stolen?

If a client or resident's property goes missing or is stolen, the facility has a legal obligation to demonstrate reasonable efforts to safeguard that property. Under the law, if a theft or loss is reported, the facility must document the incident within 72 hours, providing details about the item, its estimated value, and the dates relevant to the loss. If the facility fails to safeguard the property properly, it may be required to reimburse or replace the lost item at its current value.

Can personal property be removed from the Lic 621 form?

Yes, items can be removed from the Lic 621 form. Whenever a personal item is taken out of the facility, the reason for removal must be clearly explained, recorded, and dated on the form. Both the client or resident and the licensee/administrator must sign the entry to indicate acknowledgment of the item’s removal. Documentation of any such removal helps maintain up-to-date records and ensures transparency in the handling of resident property.

What are the consequences if the facility does not comply with the laws regarding property documentation?

If a residential care facility fails to comply with the documentation requirements set forth in the Health and Safety Code, it may face civil penalties. The facility can be found deficient if it does not demonstrate a proper theft and loss prevention program or if the aforementioned laws are not adhered to properly. Residents or their representatives may pursue legal remedies if their personal property is not managed according to these regulations, emphasizing the importance of compliance.

Common mistakes

When filling out the Lic 621 form, individuals often encounter common pitfalls that can hinder the accuracy and effectiveness of their submissions. A frequent mistake is not providing a complete signature from both the client/resident and the licensee/administrator. Each entry on the form requires signatures to ensure accountability. Without these signatures, the entries may be considered invalid or incomplete, which can lead to disputes in the future.

Another common error is failing to detail the description of entrusted items adequately. Simply marking an item as "jewelry" instead of specifying "silver bracelet with sapphires" can create challenges in identification. Providing detailed descriptions not only aids in tracking but also enhances the capacity to recover items should they be lost or stolen. Additionally, specifying the exact location where items are stored is crucial; vague terms like "drawer" might not suffice for clear identification of where valuables are kept.

A lack of proper explanation when items are removed often leads to confusion. Each entry must include the removal date and a justification for why an item was taken out of the facility. Failing to do this may render the removal questionable and could complicate any future claims regarding lost property. Furthermore, it is essential that the form provides a rationale if the client/resident does not sign. This can prevent misunderstandings regarding the consent and acknowledgment of entrusted property.

The omission of a personal property inventory upon admission is another frequent oversight. Facilities should establish an inventory that is witnessed by both the facility and the resident or their representative. This record should be dated and held throughout the resident's stay. If items are added or removed, the inventory must reflect these changes and follow the same witnessing requirements. Not maintaining this inventory can lead to liability issues if items go missing.

People also often neglect to provide a copy of the completed form to the client/resident. Ensuring that residents receive a copy safeguards their rights and ensures transparency. It is advisable to keep a duplicate in the facility's records as well. This practice fosters trust and accountability, and it serves as a point of reference should any discrepancies arise later.

Utilizing unclear or ambiguous language can create barriers to understanding. Statements that lack clarity can confuse both the administrators and residents. Striving for precision in wording benefits all parties involved. Moreover, one must not underestimate the importance of complying with all legislated requirements laid out in the Health and Safety Code. Ignorance of these codes can lead to severe consequences, including civil penalties.

Lastly, individuals often overlook the necessity of documenting each step in the theft and loss prevention program. This documentation, which includes the outcomes of investigations and employee orientation records, must be maintained. Regular reviews of these documents not only comply with regulations but also foster a culture of safety and accountability within the facility.

Documents used along the form

The Lic 621 form is an important document used by residential care facilities in California to safeguard the personal property of residents. It plays a key role in managing and tracking the belongings entrusted to the facility. However, it often works in conjunction with other forms and documents that further enhance the safety and proper handling of residents' valuables. Let's explore some of these essential documents that complement the Lic 621 form.

  • Personal Property Inventory Form: This document is created upon a resident's admission to a facility. It lists all personal belongings, establishing a clear record of what is owned by the resident. A copy is provided to the resident or their representative to ensure transparency.
  • Inventory and Surrender Receipt: This form is utilized when a resident discharges from the facility or in the unfortunate event of their passing. It details the items returned to the resident or their authorized representative, allowing for accountability and reassurance that personal property is handled properly.
  • Theft and Loss Documentation Report: In cases where a resident's belongings may be lost or stolen, this report is essential. It documents the details surrounding any theft or loss, including the value and description of items, and actions taken for resolution.
  • Policy Acknowledgment Form: This form serves to inform residents and their families about the facility's policies regarding personal property and theft prevention. It ensures everyone is aware of their rights and responsibilities concerning belongings during the resident's stay.

Together with the Lic 621 form, these documents create a comprehensive system for protecting residents' personal property while residing in care facilities. By understanding these forms, both staff and residents can foster a secure and organized environment that respects the dignity and belongings of every individual.

Similar forms

  • LIC 627 Form: This form is used to document the admission agreement of a resident in a care facility. Similar to the LIC 621, it outlines the responsibilities of the facility in safeguarding the resident's belongings and signifies mutual understanding through signatures.

  • LIC 601 Form: The LIC 601 is a personal rights form which outlines the rights of residents in a care facility. Like the LIC 621, it aims to maintain transparency and accountability regarding the treatment and protection of residents and their property.

  • LIC 9221 Form: This form is related to the assessment of a resident’s needs upon admission. It, too, contains important information about the resident’s belongings and how they will be handled, echoing the documentation practices seen in the LIC 621.

  • LIC 9281 Form: The LIC 9281 is a discharge plan that addresses the handling of a resident’s personal property upon leaving the facility. It serves a similar purpose to the LIC 621 by ensuring that residents' valuables are properly documented and returned, thereby protecting their rights.

Dos and Don'ts

Filling out the Lic 621 form correctly is crucial for ensuring client and resident property is safeguarded. Here’s a list of nine do's and don’ts to keep in mind:

  • Do accurately enter the quantity of items entrusted under "Number."
  • Do clearly describe each item in the "Description" section, using names or numbers for easy identification.
  • Do specify the exact location where the items are stored.
  • Do ensure both the licensee/administrator and the client/resident sign each entry.
  • Do provide a copy of the completed form to the client/resident and maintain a copy in their file.
  • Don't leave any section of the form blank; providing complete details is essential.
  • Don't forget to explain the reason if the client/resident is unable to sign the form.
  • Don't overlook documenting any removals of items, including the date and reason for removal.
  • Don't ignore the necessary follow-up actions if items are lost or stolen as outlined in the procedures.

Misconceptions

Understanding the Lic 621 form can be challenging due to common misconceptions. Here’s a list of those misunderstandings, along with clarifications for each.

  • Misconception 1: The Lic 621 form can be completed by anyone.
  • This form must be completed by the facility's licensee or administrator, as they hold the responsibility for documenting personal property and valuables.

  • Misconception 2: Signing the form is optional.
  • Both the client/resident and the licensee/administrator must sign the form for it to be valid. If the client/resident does not sign, the licensee must provide an explanation.

  • Misconception 3: The form only applies to personal belongings but not valuables.
  • The Lic 621 form covers both personal property and valuables, ensuring that all items entrusted to the facility are documented.

  • Misconception 4: The facility isn’t responsible for lost items.
  • If reasonable efforts to safeguard a resident's property are not made, the facility may be responsible for reimbursing or replacing lost items.

  • Misconception 5: The Lic 621 form has no legal implications.
  • This form is related to specific legal requirements in the California Health and Safety Code, specifically Section 1569.152, which outlines the responsibilities of the facility.

  • Misconception 6: Only written documentation of theft is necessary.
  • Documentation must also include the action taken and other specific details when notifying the authorities about a theft or loss.

  • Misconception 7: All items need to be listed on the inventory.
  • Items that are frequently removed, such as clothing or laundry, may be excluded from the inventory at the resident's request.

  • Misconception 8: The form doesn’t need to be updated during the residence.
  • Updates are required when property is added or removed. The facility must ensure the inventory reflects any changes made.

  • Misconception 9: Residents cannot challenge the facility's liability for lost items.
  • Residents or their representatives can pursue matters of lost property in court, as the facility's liability is based on clear and convincing evidence of safeguarding efforts.

Key takeaways

When managing personal property at a residential care facility, it is essential to understand the implications of the Lic 621 form. Here are some key takeaways to consider:

  • Safeguarding Property: Facilities are responsible for protecting the personal property and valuables of residents. Keeping a detailed record helps ensure accountability.
  • Documentation: It is crucial to accurately fill out the form. Under "Number," indicate the quantity of items. The "Description" section should provide clear details to aid identification.
  • Signatures Matter: Both the resident and the facility’s administrator must sign each entry. If a signature is missing, provide an explanation to clarify the omission.
  • Transparency in Removals: When items are removed from the facility, it's important to explain the reason, document the removal date, and obtain the necessary signatures to maintain transparency.
  • Providing Copies: Residents should receive a copy of the completed form for their records, while another copy must be maintained in the resident's file at the facility.
  • Understanding Legal Obligations: The form ensures compliance with California laws related to the safeguarding of resident property. Failure to do so may lead to civil penalties or reimbursement obligations for lost items.
  • Regular Review: Facilities should conduct regular audits of their theft and loss programs. This helps assess the effectiveness of their strategies in protecting resident property.

By adhering to these guidelines, residential care facilities can foster a culture of trust and security for residents and their families.