Adult & Senior · Money Safety
Scam Checklist for Seniors & Families
A calm, plain-language safety pack to help you spot a scam, slow down before you share anything, and know who to call. Print it in large, easy-to-read type and keep it by the phone or with your important papers. For adults, seniors, caregivers, and families.
If Something Feels Wrong
Three calm steps
You are never rude for slowing down. Real banks and real agencies will wait. If a call, email, or message pressures you to act right now, take these steps.
Stop
Do not send money, gift cards, or personal information because someone is rushing you. It is okay to say no.
Hang up or don’t click
End the call, or leave the email or text alone. You can always reach out yourself using a number you trust.
Verify
Call your bank or a trusted family member using a number you already have — not one the caller gave you.
What’s Inside
A complete, plain-language safety pack
- Fraud red flags — the warning signs on one clear page
- Scam-call checklist — what to do during and after a suspicious call
- What to do if you suspect a scam — the three calm steps
- Trusted contacts sheet — your bank, doctor, and family in one place
- Account safety checklist — simple habits that keep accounts safe
- Account inventory notes — list your accounts and who to call (never passwords)
- Caregiver discussion sheet — talk through scams together, kindly
- Large-print, low-ink version of the whole pack
Get It
Start with the free checklist, or get the full pack
Free with a free account
Free — scam-call checklist + red flags
Get the two most useful pages today: the scam-call checklist and the fraud red flags handout, ready to print and keep by the phone. Create a free Money Instructor account to download — already a member? Just log in.
Included with paid membership
The complete pack
Everything above — the red flags, both checklists, the three-step guide, the trusted contacts sheet, the account inventory notes, and the caregiver discussion sheet — in large, readable type, plus a low-ink version. Free and logged-out visitors are prompted to create an account or upgrade.
Who It’s For
Made to be printed and kept close
Adults & seniors
Large print and plain language — keep it by the phone or with your files.
Families & caregivers
A kind, clear way to talk through scams with a parent or loved one.
Libraries & senior centers
A trustworthy handout to print and share at programs and help desks.
Adult education
A practical financial-safety lesson with a real, usable takeaway.
More for Adults & Seniors
Organize the money side, too
Staying safe is easier when your money is organized. Explore more plain-language printables for adults and seniors — bill trackers, trusted-contact sheets, and important-paperwork tools — on the Adult & Senior printables hub.
Adult & Senior Printables →
Questions
Frequently asked questions
Who is this pack for?
Is it free?
Is this legal or financial advice?
Should I write my passwords on the account sheet?
Is there a large-print version?
Print It & Keep It Close
Put a scam checklist by the phone
Start with the free checklist and red flags, or get the full pack with trusted contacts, account safety, and a caregiver discussion sheet.