Care PlanningReady-to-Use Template

Instrumental Activities of Daily Living (IADL) Assessment Form

Evaluate ability to perform IADLs such as cooking, cleaning, shopping, managing finances, and taking medications.

2 min read
In This Guide

About This Template

Evaluate ability to perform IADLs such as cooking, cleaning, shopping, managing finances, and taking medications.

Fill in each field below with your specific information. Fields marked with an asterisk (*) are required. Replace all bracketed text with your actual details and remove the brackets.

How to Use This Template

  1. Print this page or copy the template into a word processor.
  2. Replace each bracketed field with your actual information. Remove the brackets.
  3. Remove sections that do not apply. Write N/A for required fields that do not apply.
  4. Review the completed document for accuracy. Check every field twice.
  5. Have someone else review it before final submission.
  6. Keep a copy for your records.
Pro Tip: If you are mailing documents, use a trackable shipping method so you have proof of delivery.

Document Details

Complete each field with your specific information for instrumental activities daily living iadl.

Instrumental Activities of Daily Living (IADL) Assessment Form

[Instrumental Information]*: _________________

Enter details about instrumental as they apply to your situation. Include dates, numbers, and specifics.

[Activities Information]*: _________________

Enter details about activities as they apply to your situation. Include dates, numbers, and specifics.

[Daily Information]*: _________________

Enter details about daily as they apply to your situation. Include dates, numbers, and specifics.

[Living Information]*: _________________

Enter details about living as they apply to your situation. Include dates, numbers, and specifics.

[Iadl Information]*: _________________

Enter details about iadl as they apply to your situation. Include dates, numbers, and specifics.

[Assessment Information]*: _________________

Enter details about assessment as they apply to your situation. Include dates, numbers, and specifics.

[Date]*: _________________

MM/DD/YYYY format.

[Notes]: _________________

Any additional information relevant to instrumental activities daily living iadl.

Contact Information

Your identification and contact details for this instrumental activities daily living iadl document.

[Your Full Legal Name]*: _________________

As it appears on your government-issued ID.

[Date]*: _________________

MM/DD/YYYY format.

[Current Address]*: _________________

Street, city, state, ZIP code.

[Phone Number]*: _________________

Best number to reach you during business hours.

[Email Address]: _________________

Optional but recommended for faster correspondence.

Signature

I certify that the information provided in this document is true and correct to the best of my knowledge.

[Signature]*: _________________
[Printed Name]*: _________________
[Date]*: _________________

Important Notes

  • Do not submit this template with bracketed placeholder text still in place.
  • Verify all information against your source documents before submitting.
  • Keep the original completed document and at least two copies.
  • Check whether the receiving office has specific formatting requirements.
Important: Review every field before submitting. Incomplete documents are the most common cause of processing delays.

Disclaimer: CaregiverOS is a care coordination tool, not a medical service. It does not provide medical advice, diagnose conditions, or replace professional healthcare.

Related Forms & Templates

Related Articles

CaregiverOS
Start Free Trial