California · Family planning checklist
Turning 18:
Essential Documents Checklist
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The Four Documents
- 01
California Advance Health Care Directive
Names a healthcare decision-maker (such as a parent). Notarize or sign with two qualified adult witnesses.
Download California Advance Health Care Directive - 02
HIPAA Authorization / Medical Records Release
Lets parents receive medical information. Some providers require their own form. No notary needed.
Download General HIPAA Authorization Form - 03
Durable Power of Attorney (Financial)
Optional backup for banking, insurance, and legal matters. Powers can be limited. Notarization recommended. Select California (or your state) when downloading.
Download Durable Power of Attorney Form - 04
College FERPA Authorization
Lets parents see records such as grades. Completed through the college’s student portal or Registrar. No notary needed. Forms vary by college.
What is FERPA?
Before the notary appointment
Fill out forms ahead, but don’t sign until the notary says to. Your student brings photo ID; parents usually needn’t attend.
If your student moves to another state
Acceptance varies by state. After a move, review the directive and power of attorney under the new state’s laws.
College + Travel Checklist
- Campus health center release. Ask if it needs its own form.
- Everyday essentials. ID, insurance card, emergency contacts, medications and allergies.
- Paper + digital copies. Originals at home; scans in shared cloud storage like Google Drive.
- International travel. Valid passport, travel medical coverage, and the State Department’s STEP program.
General planning recommendation, not legal advice. Requirements vary; consult a qualified attorney for your family’s situation.
Keep the checklist handy.
Print the one-page checklist to work through with your student before the notary appointment.
Download the PDFGetting ready for what comes next.
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